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 | $46,186 | $127,065-63.7% | $113,168-59.2% | $142,382-67.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.09% | 24.03%-15.9pp | 24.27%-16.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $5,012 | $3,442+45.6% | $2,975+68.5% | $4,299+16.6% |
| Participant deferral / active EE | $8,821 | $5,716+54.3% | $5,107+72.7% | $6,507+35.6% |
| Admin fee / account holder | $2,698 | $15,736-82.9% | $12,068-77.6% | $12,624-78.6% |