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 | $31,313 | $157,256-80.1% | $141,162-77.8% | $152,861-79.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.37% | 64.32%-56.9pp | 71.39%-64.0pp | 345.32%-337.9pp |
| Employer contribution / active EE | $2,774 | $5,261-47.3% | $4,735-41.4% | $4,762-41.8% |
| Participant deferral / active EE | $4,111 | $7,109-42.2% | $6,709-38.7% | $5,850-29.7% |
| Admin fee / account holder | $626 | $12,120-94.8% | $10,261-93.9% | $11,596-94.6% |