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 | $46,876 | $238,490-80.3% | $180,183-74.0% | $142,382-67.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 2.56% | 33.56%-31.0pp | 27.86%-25.3pp | 217.08%-214.5pp |
| Employer contribution / active EE | $3,176 | $6,143-48.3% | $5,039-37.0% | $4,299-26.1% |
| Participant deferral / active EE | $7,212 | $7,996-9.8% | $6,822+5.7% | $6,507+10.8% |
| Admin fee / account holder | $39,013 | $28,866+35.2% | $19,975+95.3% | $12,624+209.0% |