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 | $32,421 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.94% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $11,534 | $4,804+140.1% | $4,554+153.3% | $4,156+177.5% |
| Participant deferral / active EE | $16,941 | $8,216+106.2% | $7,897+114.5% | $6,407+164.4% |
| Admin fee / account holder | $125,960 | $14,344+778.2% | $13,129+859.4% | $12,270+926.6% |