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 | $19,168 | $159,602-88.0% | $150,045-87.2% | $142,382-86.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.93% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,555 | $4,961-48.5% | $4,693-45.6% | $4,299-40.6% |
| Participant deferral / active EE | $12,004 | $8,310+44.5% | $7,997+50.1% | $6,507+84.5% |
| Admin fee / account holder | $10,617 | $14,846-28.5% | $13,435-21.0% | $12,624-15.9% |