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 | $136,731 | $177,572-23.0% | $154,803-11.7% | $142,382-4.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.83% | 65.07%-55.2pp | 58.88%-49.1pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,890 | $4,810-39.9% | $4,305-32.9% | $4,299-32.8% |
| Participant deferral / active EE | $3,398 | $6,272-45.8% | $5,540-38.7% | $6,507-47.8% |
| Admin fee / account holder | $6,112 | $16,786-63.6% | $14,329-57.3% | $12,624-51.6% |