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 | $24,549 | $114,381-78.5% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.69% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,745 | $4,015-31.6% | $3,754-26.9% | $4,299-36.2% |
| Participant deferral / active EE | $3,940 | $5,564-29.2% | $5,116-23.0% | $6,507-39.5% |
| Admin fee / account holder | $10,023 | $9,860+1.7% | $8,919+12.4% | $12,624-20.6% |