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 | $43,195 | $159,602-72.9% | $150,045-71.2% | $142,382-69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.29% | 70.24%-57.9pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $7,697 | $4,961+55.2% | $4,693+64.0% | $4,299+79.0% |
| Participant deferral / active EE | $7,797 | $8,310-6.2% | $7,997-2.5% | $6,507+19.8% |
| Admin fee / account holder | $7,550 | $14,846-49.1% | $13,435-43.8% | $12,624-40.2% |