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 | $44,120 | $104,974-58.0% | $95,585-53.8% | $142,382-69.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.67% | 210.33%-200.7pp | 38.56%-28.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,061 | $2,779-25.8% | $2,527-18.4% | $4,299-52.1% |
| Participant deferral / active EE | $7,726 | $4,352+77.5% | $4,023+92.1% | $6,507+18.7% |
| Admin fee / account holder | $15,033 | $6,386+135.4% | $6,127+145.3% | $12,624+19.1% |