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 | $29,687 | $177,572-83.3% | $154,803-80.8% | $142,382-79.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.01% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,521 | $4,810-68.4% | $4,305-64.7% | $4,299-64.6% |
| Participant deferral / active EE | $2,706 | $6,272-56.9% | $5,540-51.2% | $6,507-58.4% |
| Admin fee / account holder | $3,639 | $16,786-78.3% | $14,329-74.6% | $12,624-71.2% |