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 3-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 | $81,060 | $159,602-49.2% | $150,045-46.0% | $142,382-43.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.80% | 70.24%-59.4pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $6,470 | $4,961+30.4% | $4,693+37.9% | $4,299+50.5% |
| Participant deferral / active EE | $10,286 | $8,310+23.8% | $7,997+28.6% | $6,507+58.1% |
| Admin fee / account holder | $20,475 | $14,846+37.9% | $13,435+52.4% | $12,624+62.2% |