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 | $71,977 | $209,336-65.6% | $197,124-63.5% | $137,256-47.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.45% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,915 | $6,591-55.8% | $6,227-53.2% | $4,156-29.9% |
| Participant deferral / active EE | $7,595 | $9,614-21.0% | $9,135-16.9% | $6,407+18.5% |
| Admin fee / account holder | $13,982 | $17,308-19.2% | $16,298-14.2% | $12,270+14.0% |