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 | $95,489 | $185,822-48.6% | $169,993-43.8% | $139,434-31.5% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 0.64% | 60.50%-59.9pp | 53.37%-52.7pp | 372.94%-372.3pp |
| Employer contribution / active EE | $13,559 | $7,590+78.6% | $6,785+99.8% | $4,751+185.4% |
| Participant deferral / active EE | $11,257 | $11,622-3.1% | $10,408+8.2% | $6,710+67.8% |
| Admin fee / account holder | $27,936 | $15,381+81.6% | $12,815+118.0% | $11,403+145.0% |