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 | $67,256 | $77,314-13.0% | $177,989-62.2% | $80,856-16.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 8.08% | 18.09%-10.0pp | 294.48%-286.4pp | 35.59%-27.5pp |
| Employer contribution / active EE | $3,240 | $2,292+41.4% | $3,949-17.9% | $2,755+17.6% |
| Participant deferral / active EE | $10,474 | $4,411+137.5% | $6,276+66.9% | $4,296+143.8% |
| Admin fee / account holder | $14,239 | $7,191+98.0% | $10,363+37.4% | $6,918+105.8% |