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 | $50,332 | $209,336-76.0% | $197,124-74.5% | $137,256-63.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.20% | 48.09%-43.9pp | 44.34%-40.1pp | 220.34%-216.1pp |
| Employer contribution / active EE | $2,537 | $6,591-61.5% | $6,227-59.3% | $4,156-39.0% |
| Participant deferral / active EE | $38,716 | $9,614+302.7% | $9,135+323.8% | $6,407+504.3% |
| Admin fee / account holder | $78,122 | $17,308+351.4% | $16,298+379.3% | $12,270+536.7% |