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 | $96,002 | $117,841-18.5% | $102,423-6.3% | $145,922-34.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.61% | 31.65%-25.0pp | 29.32%-22.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,333 | $3,615-63.1% | $3,023-55.9% | $4,660-71.4% |
| Participant deferral / active EE | $2,999 | $5,731-47.7% | $5,053-40.7% | $6,688-55.2% |
| Admin fee / account holder | $9,610 | $13,326-27.9% | $9,451+1.7% | $13,397-28.3% |