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 | $38,176 | $177,572-78.5% | $154,803-75.3% | $142,382-73.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 1.95% | 65.07%-63.1pp | 58.88%-56.9pp | 217.08%-215.1pp |
| Employer contribution / active EE | $10,788 | $4,810+124.3% | $4,305+150.6% | $4,299+150.9% |
| Participant deferral / active EE | $11,181 | $6,272+78.3% | $5,540+101.8% | $6,507+71.8% |
| Admin fee / account holder | $16,537 | $16,786-1.5% | $14,329+15.4% | $12,624+31.0% |