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 | $87,673 | $157,256-44.2% | $141,162-37.9% | $152,861-42.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.03% | 64.32%-57.3pp | 71.39%-64.4pp | 345.32%-338.3pp |
| Employer contribution / active EE | $4,575 | $5,261-13.0% | $4,735-3.4% | $4,762-3.9% |
| Participant deferral / active EE | $12,522 | $7,109+76.1% | $6,709+86.6% | $5,850+114.0% |
| Admin fee / account holder | $17,226 | $12,120+42.1% | $10,261+67.9% | $11,596+48.5% |