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 | $55,442 | $197,591-71.9% | $177,821-68.8% | $158,922-65.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.01% | 58.76%-52.7pp | 48.32%-42.3pp | 302.83%-296.8pp |
| Employer contribution / active EE | $5,311 | $6,697-20.7% | $5,918-10.3% | $4,761+11.6% |
| Participant deferral / active EE | $3,074 | $8,405-63.4% | $7,714-60.2% | $5,982-48.6% |
| Admin fee / account holder | $10,339 | $15,399-32.9% | $12,427-16.8% | $11,246-8.1% |