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 | $79,849 | $154,228-48.2% | $145,433-45.1% | $137,256-41.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.40% | 74.59%-72.2pp | 66.58%-64.2pp | 220.34%-217.9pp |
| Employer contribution / active EE | $1,978 | $4,804-58.8% | $4,554-56.6% | $4,156-52.4% |
| Participant deferral / active EE | $15,985 | $8,216+94.5% | $7,897+102.4% | $6,407+149.5% |
| Admin fee / account holder | $55,376 | $14,344+286.1% | $13,129+321.8% | $12,270+351.3% |