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 | $65,900 | $159,602-58.7% | $150,045-56.1% | $142,382-53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.99% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,846 | $4,961-42.6% | $4,693-39.4% | $4,299-33.8% |
| Participant deferral / active EE | $3,529 | $8,310-57.5% | $7,997-55.9% | $6,507-45.8% |
| Admin fee / account holder | $1,365 | $14,846-90.8% | $13,435-89.8% | $12,624-89.2% |