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 | $129,266 | $177,572-27.2% | $154,803-16.5% | $142,382-9.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.31% | 65.07%-56.8pp | 58.88%-50.6pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,937 | $4,810-39.0% | $4,305-31.8% | $4,299-31.7% |
| Participant deferral / active EE | $10,367 | $6,272+65.3% | $5,540+87.1% | $6,507+59.3% |
| Admin fee / account holder | $143,747 | $16,786+756.4% | $14,329+903.2% | $12,624+1038.7% |