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 | $38,068 | $181,894-79.1% | $156,549-75.7% | $273,961-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.39% | 30.74%-28.4pp | 32.23%-29.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,835 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $12,025 | $5,550+116.7% | $4,871+146.9% | $5,287+127.4% |
| Admin fee / account holder | $1,058 | $15,559-93.2% | $13,027-91.9% | $10,132-89.6% |