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 | $58,581 | $58,927-0.6% | $76,817-23.7% | $72,985-19.7% |
| Participation rate | 92.0% | 67.3%+24.6pp | 72.1%+19.9pp | 69.5%+22.5pp |
| Annual return | 4.94% | 2305.64%-2300.7pp | 1166.11%-1161.2pp | 81.00%-76.1pp |
| Employer contribution / active EE | $2,269 | $1,787+27.0% | $2,302-1.5% | $2,440-7.0% |
| Participant deferral / active EE | $2,476 | $2,690-8.0% | $3,336-25.8% | $3,607-31.4% |
| Admin fee / account holder | $4,847 | $4,013+20.8% | $6,420-24.5% | $5,124-5.4% |