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 | $45,203 | $73,933-38.9% | $96,683-53.2% | $75,163-39.9% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 9.08% | 26.70%-17.6pp | 35.69%-26.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $7,650 | $2,928+161.3% | $3,737+104.7% | $2,670+186.6% |
| Participant deferral / active EE | $4,626 | $3,659+26.4% | $4,878-5.2% | $4,125+12.1% |
| Admin fee / account holder | $97,951 | $5,216+1777.8% | $6,730+1355.6% | $5,651+1633.4% |