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 | $51,024 | $102,245-50.1% | $89,340-42.9% | $137,256-62.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.45% | 21.89%-15.4pp | 20.57%-14.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $4,756 | $2,529+88.1% | $2,231+113.2% | $4,156+14.4% |
| Participant deferral / active EE | $3,953 | $4,436-10.9% | $3,823+3.4% | $6,407-38.3% |
| Admin fee / account holder | $28,357 | $8,085+250.7% | $6,704+323.0% | $12,270+131.1% |