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 | $27,813 | $163,101-82.9% | $136,749-79.7% | $142,382-80.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.20% | 27.54%-19.3pp | 24.33%-16.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,910 | $4,117-53.6% | $3,400-43.8% | $4,299-55.6% |
| Participant deferral / active EE | $5,560 | $5,585-0.4% | $4,692+18.5% | $6,507-14.6% |
| Admin fee / account holder | $19,489 | $14,318+36.1% | $11,386+71.2% | $12,624+54.4% |