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 | $66,362 | $104,974-36.8% | $95,585-30.6% | $142,382-53.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.19% | 210.33%-201.1pp | 38.56%-29.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $4,901 | $2,779+76.4% | $2,527+94.0% | $4,299+14.0% |
| Participant deferral / active EE | $3,665 | $4,352-15.8% | $4,023-8.9% | $6,507-43.7% |
| Admin fee / account holder | $8,074 | $6,386+26.4% | $6,127+31.8% | $12,624-36.0% |