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 | $154,029 | $197,591-22.0% | $177,821-13.4% | $158,922-3.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.56% | 58.76%-57.2pp | 48.32%-46.8pp | 302.83%-301.3pp |
| Employer contribution / active EE | $4,751 | $6,697-29.1% | $5,918-19.7% | $4,761-0.2% |
| Participant deferral / active EE | $15,598 | $8,405+85.6% | $7,714+102.2% | $5,982+160.7% |
| Admin fee / account holder | $32,611 | $15,399+111.8% | $12,427+162.4% | $11,246+190.0% |