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 | $54,813 | $157,256-65.1% | $141,162-61.2% | $152,861-64.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.04% | 64.32%-54.3pp | 71.39%-61.3pp | 345.32%-335.3pp |
| Employer contribution / active EE | $2,126 | $5,261-59.6% | $4,735-55.1% | $4,762-55.4% |
| Participant deferral / active EE | $9,053 | $7,109+27.3% | $6,709+34.9% | $5,850+54.8% |
| Admin fee / account holder | $446 | $12,120-96.3% | $10,261-95.7% | $11,596-96.2% |