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 6-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 | $31,290 | $201,272-84.5% | $184,203-83.0% | $145,922-78.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.33% | 29.00%-20.7pp | 28.81%-20.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,068 | $7,022-70.5% | $6,427-67.8% | $4,660-55.6% |
| Participant deferral / active EE | $7,125 | $9,806-27.3% | $9,131-22.0% | $6,688+6.5% |
| Admin fee / account holder | $2,134 | $16,364-87.0% | $13,901-84.6% | $13,397-84.1% |