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 | $50,997 | $201,272-74.7% | $184,203-72.3% | $145,922-65.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.91% | 29.00%-22.1pp | 28.81%-21.9pp | 561.29%-554.4pp |
| Employer contribution / active EE | $8,335 | $7,022+18.7% | $6,427+29.7% | $4,660+78.9% |
| Participant deferral / active EE | $6,195 | $9,806-36.8% | $9,131-32.2% | $6,688-7.4% |
| Admin fee / account holder | $65,023 | $16,364+297.4% | $13,901+367.8% | $13,397+385.4% |