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 | $93,554 | $106,515-12.2% | $96,683-3.2% | $139,434-32.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 7.45% | 38.43%-31.0pp | 35.69%-28.2pp | 372.94%-365.5pp |
| Employer contribution / active EE | $24,204 | $4,103+489.9% | $3,737+547.7% | $4,751+409.5% |
| Participant deferral / active EE | $2,111 | $5,454-61.3% | $4,878-56.7% | $6,710-68.5% |
| Admin fee / account holder | $50,931 | $7,877+546.6% | $6,730+656.8% | $11,403+346.7% |