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 7-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 | $118,582 | $201,272-41.1% | $184,203-35.6% | $145,922-18.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.62% | 29.00%-20.4pp | 28.81%-20.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,400 | $7,022-65.8% | $6,427-62.7% | $4,660-48.5% |
| Participant deferral / active EE | $14,013 | $9,806+42.9% | $9,131+53.5% | $6,688+109.5% |
| Admin fee / account holder | $1,410 | $16,364-91.4% | $13,901-89.9% | $13,397-89.5% |