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 | $38,499 | $201,259-80.9% | $184,200-79.1% | $145,959-73.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.43% | 28.98%-22.6pp | 28.80%-22.4pp | 561.95%-555.5pp |
| Employer contribution / active EE | $10,595 | $7,018+51.0% | $6,424+64.9% | $4,661+127.3% |
| Participant deferral / active EE | $4,893 | $9,806-50.1% | $9,132-46.4% | $6,689-26.8% |
| Admin fee / account holder | $8,452 | $16,372-48.4% | $13,907-39.2% | $13,398-36.9% |