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 | $35,780 | $46,553-23.1% | $64,056-44.1% | $75,163-52.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.86% | 26.03%-17.2pp | 33.69%-24.8pp | 160.62%-151.8pp |
| Employer contribution / active EE | $9,637 | $1,974+388.3% | $2,747+250.9% | $2,670+261.0% |
| Participant deferral / active EE | $2,768 | $2,837-2.4% | $3,880-28.7% | $4,125-32.9% |
| Admin fee / account holder | $2,482 | $2,952-15.9% | $3,068-19.1% | $5,651-56.1% |