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 | $50,049 | $116,175-56.9% | $93,606-46.5% | $152,861-67.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.62% | 35.96%-32.3pp | 32.76%-29.1pp | 345.32%-341.7pp |
| Employer contribution / active EE | $6,749 | $3,218+109.7% | $2,718+148.3% | $4,762+41.7% |
| Participant deferral / active EE | $3,740 | $4,603-18.8% | $4,069-8.1% | $5,850-36.1% |
| Admin fee / account holder | $520 | $10,748-95.2% | $7,888-93.4% | $11,596-95.5% |