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 | $21,674 | $183,519-88.2% | $155,509-86.1% | $145,922-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.78% | 61.17%-56.4pp | 64.67%-59.9pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,805 | $5,313-66.0% | $4,672-61.4% | $4,660-61.3% |
| Participant deferral / active EE | $2,061 | $6,462-68.1% | $5,626-63.4% | $6,688-69.2% |
| Admin fee / account holder | $11,081 | $19,313-42.6% | $15,912-30.4% | $13,397-17.3% |