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 | $38,143 | $817,678-95.3% | $392,568-90.3% | $152,861-75.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 2.02% | 22.84%-20.8pp | 24.42%-22.4pp | 345.32%-343.3pp |
| Employer contribution / active EE | $2,395 | $5,502-56.5% | $3,783-36.7% | $4,762-49.7% |
| Participant deferral / active EE | $8,945 | $8,398+6.5% | $5,985+49.5% | $5,850+52.9% |
| Admin fee / account holder | $3,569 | $12,095-70.5% | $6,260-43.0% | $11,596-69.2% |