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 | $40,953 | $178,174-77.0% | $156,181-73.8% | $137,256-70.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.93% | 84.19%-78.3pp | 64.87%-58.9pp | 220.34%-214.4pp |
| Employer contribution / active EE | $4,517 | $4,972-9.2% | $4,294+5.2% | $4,156+8.7% |
| Participant deferral / active EE | $12,926 | $6,888+87.7% | $6,132+110.8% | $6,407+101.7% |
| Admin fee / account holder | $50,670 | $17,404+191.1% | $14,586+247.4% | $12,270+313.0% |