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 | $27,276 | $127,065-78.5% | $113,168-75.9% | $142,382-80.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.74% | 24.03%-23.3pp | 24.27%-23.5pp | 217.08%-216.3pp |
| Employer contribution / active EE | $38,513 | $3,442+1018.9% | $2,975+1194.5% | $4,299+795.8% |
| Participant deferral / active EE | $31,000 | $5,716+442.3% | $5,107+507.0% | $6,507+376.4% |
| Admin fee / account holder | $64,294 | $15,736+308.6% | $12,068+432.8% | $12,624+409.3% |