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 | $129,502 | $172,111-24.8% | $150,298-13.8% | $137,256-5.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.67% | 69.37%-63.7pp | 62.79%-57.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $2,549 | $4,636-45.0% | $4,154-38.6% | $4,156-38.7% |
| Participant deferral / active EE | $4,914 | $6,166-20.3% | $5,453-9.9% | $6,407-23.3% |
| Admin fee / account holder | $16,878 | $16,471+2.5% | $14,116+19.6% | $12,270+37.6% |