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 | $201,272-80.9% | $184,203-79.1% | $145,922-73.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.43% | 29.00%-22.6pp | 28.81%-22.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $10,595 | $7,022+50.9% | $6,427+64.9% | $4,660+127.4% |
| Participant deferral / active EE | $4,893 | $9,806-50.1% | $9,131-46.4% | $6,688-26.8% |
| Admin fee / account holder | $8,452 | $16,364-48.3% | $13,901-39.2% | $13,397-36.9% |