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 | $86,385 | $165,984-48.0% | $164,813-47.6% | $145,922-40.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.62% | 100.03%-91.4pp | 69.93%-61.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,363 | $5,273-36.2% | $4,341-22.5% | $4,660-27.8% |
| Participant deferral / active EE | $14,217 | $6,959+104.3% | $6,031+135.7% | $6,688+112.6% |
| Admin fee / account holder | $17,750 | $16,648+6.6% | $12,690+39.9% | $13,397+32.5% |