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 | $91,470 | $117,841-22.4% | $102,423-10.7% | $145,922-37.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.10% | 31.65%-24.5pp | 29.32%-22.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,750 | $3,615-23.9% | $3,023-9.1% | $4,660-41.0% |
| Participant deferral / active EE | $3,003 | $5,731-47.6% | $5,053-40.6% | $6,688-55.1% |
| Admin fee / account holder | $12,903 | $13,326-3.2% | $9,451+36.5% | $13,397-3.7% |