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 | $83,511 | $157,256-46.9% | $141,162-40.8% | $152,861-45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.25% | 64.32%-55.1pp | 71.39%-62.1pp | 345.32%-336.1pp |
| Employer contribution / active EE | $21,715 | $5,261+312.8% | $4,735+358.6% | $4,762+356.0% |
| Participant deferral / active EE | $14,300 | $7,109+101.1% | $6,709+113.1% | $5,850+144.4% |
| Admin fee / account holder | $31,023 | $12,120+156.0% | $10,261+202.3% | $11,596+167.5% |