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 | $36,649 | $163,101-77.5% | $136,749-73.2% | $142,382-74.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 0.49% | 27.54%-27.1pp | 24.33%-23.8pp | 217.08%-216.6pp |
| Employer contribution / active EE | $2,113 | $4,117-48.7% | $3,400-37.8% | $4,299-50.8% |
| Participant deferral / active EE | $21,747 | $5,585+289.4% | $4,692+363.5% | $6,507+234.2% |
| Admin fee / account holder | $169,723 | $14,318+1085.3% | $11,386+1390.6% | $12,624+1244.5% |