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 | $25,361 | $124,281-79.6% | $109,143-76.8% | $167,490-84.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 3.60% | 26.04%-22.4pp | 25.75%-22.1pp | 478.56%-475.0pp |
| Employer contribution / active EE | $10,901 | $4,207+159.1% | $3,722+192.9% | $4,837+125.3% |
| Participant deferral / active EE | $5,026 | $5,255-4.4% | $4,653+8.0% | $6,341-20.7% |
| Admin fee / account holder | $13,768 | $7,970+72.8% | $6,752+103.9% | $12,309+11.9% |