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 | $25,952 | $183,519-85.9% | $155,509-83.3% | $145,922-82.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 3.65% | 61.17%-57.5pp | 64.67%-61.0pp | 561.29%-557.6pp |
| Employer contribution / active EE | $2,831 | $5,313-46.7% | $4,672-39.4% | $4,660-39.2% |
| Participant deferral / active EE | $8,323 | $6,462+28.8% | $5,626+47.9% | $6,688+24.5% |
| Admin fee / account holder | $58,696 | $19,313+203.9% | $15,912+268.9% | $13,397+338.1% |