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 | $84,959 | $165,984-48.8% | $164,813-48.5% | $145,922-41.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.30% | 100.03%-92.7pp | 69.93%-62.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $4,005 | $5,273-24.0% | $4,341-7.7% | $4,660-14.0% |
| Participant deferral / active EE | $3,776 | $6,959-45.7% | $6,031-37.4% | $6,688-43.5% |
| Admin fee / account holder | $21,989 | $16,648+32.1% | $12,690+73.3% | $13,397+64.1% |