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 | $26,640 | $124,319-78.6% | $111,297-76.1% | $167,490-84.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.84% | 37.44%-35.6pp | 54.65%-52.8pp | 478.56%-476.7pp |
| Employer contribution / active EE | $1,424 | $3,435-58.5% | $2,731-47.9% | $4,837-70.6% |
| Participant deferral / active EE | $4,143 | $5,180-20.0% | $4,487-7.7% | $6,341-34.7% |
| Admin fee / account holder | $10,846 | $10,618+2.1% | $7,964+36.2% | $12,309-11.9% |