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 | $101,998 | $183,963-44.6% | $162,163-37.1% | $152,861-33.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.35% | 150.76%-138.4pp | 115.59%-103.2pp | 345.32%-333.0pp |
| Employer contribution / active EE | $6,256 | $6,371-1.8% | $5,614+11.4% | $4,762+31.4% |
| Participant deferral / active EE | $4,094 | $8,034-49.0% | $7,298-43.9% | $5,850-30.0% |
| Admin fee / account holder | $14,265 | $13,121+8.7% | $10,843+31.6% | $11,596+23.0% |