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 | $45,469 | $157,256-71.1% | $141,162-67.8% | $152,861-70.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.31% | 64.32%-51.0pp | 71.39%-58.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,220 | $5,261-57.8% | $4,735-53.1% | $4,762-53.4% |
| Participant deferral / active EE | $14,283 | $7,109+100.9% | $6,709+112.9% | $5,850+144.1% |
| Admin fee / account holder | $1,323 | $12,120-89.1% | $10,261-87.1% | $11,596-88.6% |