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 | $46,760 | $152,587-69.4% | $125,175-62.6% | $152,861-69.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.11% | 54.84%-52.7pp | 43.79%-41.7pp | 345.32%-343.2pp |
| Employer contribution / active EE | $3,840 | $4,946-22.4% | $3,865-0.7% | $4,762-19.4% |
| Participant deferral / active EE | $8,333 | $5,868+42.0% | $4,937+68.8% | $5,850+42.4% |
| Admin fee / account holder | $20,333 | $13,434+51.4% | $9,702+109.6% | $11,596+75.3% |