See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,233 | $106,515-71.6% | $96,683-68.7% | $139,434-78.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.82% | 38.43%-29.6pp | 35.69%-26.9pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,805 | $4,103-31.6% | $3,737-24.9% | $4,751-41.0% |
| Participant deferral / active EE | $10,663 | $5,454+95.5% | $4,878+118.6% | $6,710+58.9% |
| Admin fee / account holder | $15,635 | $7,877+98.5% | $6,730+132.3% | $11,403+37.1% |