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 | $46,703 | $183,519-74.6% | $155,509-70.0% | $145,922-68.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.26% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,894 | $5,313-64.3% | $4,672-59.5% | $4,660-59.3% |
| Participant deferral / active EE | $4,992 | $6,462-22.7% | $5,626-11.3% | $6,688-25.4% |
| Admin fee / account holder | $1,391 | $19,313-92.8% | $15,912-91.3% | $13,397-89.6% |