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 | $78,443 | $177,572-55.8% | $154,803-49.3% | $142,382-44.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.85% | 65.07%-57.2pp | 58.88%-51.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $8,410 | $4,810+74.8% | $4,305+95.3% | $4,299+95.6% |
| Participant deferral / active EE | $6,024 | $6,272-3.9% | $5,540+8.7% | $6,507-7.4% |
| Admin fee / account holder | $33,649 | $16,786+100.5% | $14,329+134.8% | $12,624+166.6% |