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 | $38,505 | $201,272-80.9% | $184,203-79.1% | $145,922-73.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.52% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,021 | $7,022-71.2% | $6,427-68.6% | $4,660-56.6% |
| Participant deferral / active EE | $11,768 | $9,806+20.0% | $9,131+28.9% | $6,688+76.0% |
| Admin fee / account holder | $137,341 | $16,364+739.3% | $13,901+888.0% | $13,397+925.2% |