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 | $80,287 | $152,587-47.4% | $125,175-35.9% | $152,861-47.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.84% | 54.84%-53.0pp | 43.79%-41.9pp | 345.32%-343.5pp |
| Employer contribution / active EE | $3,658 | $4,946-26.0% | $3,865-5.4% | $4,762-23.2% |
| Participant deferral / active EE | $5,413 | $5,868-7.8% | $4,937+9.6% | $5,850-7.5% |
| Admin fee / account holder | $15,496 | $13,434+15.3% | $9,702+59.7% | $11,596+33.6% |