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 | $15,874 | $177,572-91.1% | $154,803-89.7% | $142,382-88.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 2.85% | 65.07%-62.2pp | 58.88%-56.0pp | 217.08%-214.2pp |
| Employer contribution / active EE | $1,641 | $4,810-65.9% | $4,305-61.9% | $4,299-61.8% |
| Participant deferral / active EE | $3,659 | $6,272-41.7% | $5,540-34.0% | $6,507-43.8% |
| Admin fee / account holder | $68,724 | $16,786+309.4% | $14,329+379.6% | $12,624+444.4% |