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 | $33,645 | $201,272-83.3% | $184,203-81.7% | $145,922-76.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.65% | 29.00%-21.4pp | 28.81%-21.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $5,741 | $7,022-18.2% | $6,427-10.7% | $4,660+23.2% |
| Participant deferral / active EE | $62,250 | $9,806+534.8% | $9,131+581.7% | $6,688+830.8% |
| Admin fee / account holder | $17,142 | $16,364+4.8% | $13,901+23.3% | $13,397+28.0% |