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 | $12,874 | $177,572-92.7% | $154,803-91.7% | $142,382-91.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 0.81% | 65.07%-64.3pp | 58.88%-58.1pp | 217.08%-216.3pp |
| Employer contribution / active EE | $3,000 | $4,810-37.6% | $4,305-30.3% | $4,299-30.2% |
| Participant deferral / active EE | $3,847 | $6,272-38.7% | $5,540-30.6% | $6,507-40.9% |
| Admin fee / account holder | $54,130 | $16,786+222.5% | $14,329+277.8% | $12,624+328.8% |