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 | $47,711 | $157,256-69.7% | $141,162-66.2% | $152,861-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.50% | 64.32%-49.8pp | 71.39%-56.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $15,495 | $5,261+194.5% | $4,735+227.2% | $4,762+225.4% |
| Participant deferral / active EE | $11,750 | $7,109+65.3% | $6,709+75.1% | $5,850+100.8% |
| Admin fee / account holder | $704 | $12,120-94.2% | $10,261-93.1% | $11,596-93.9% |