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 | $27,682 | $117,841-76.5% | $102,423-73.0% | $145,922-81.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 6.70% | 31.65%-24.9pp | 29.32%-22.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $2,186 | $3,615-39.5% | $3,023-27.7% | $4,660-53.1% |
| Participant deferral / active EE | $2,872 | $5,731-49.9% | $5,053-43.2% | $6,688-57.1% |
| Admin fee / account holder | $9,571 | $13,326-28.2% | $9,451+1.3% | $13,397-28.6% |