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 | $66,287 | $238,490-72.2% | $180,183-63.2% | $142,382-53.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 3.87% | 33.56%-29.7pp | 27.86%-24.0pp | 217.08%-213.2pp |
| Employer contribution / active EE | $3,822 | $6,143-37.8% | $5,039-24.1% | $4,299-11.1% |
| Participant deferral / active EE | $14,764 | $7,996+84.6% | $6,822+116.4% | $6,507+126.9% |
| Admin fee / account holder | $281,901 | $28,866+876.6% | $19,975+1311.2% | $12,624+2133.1% |