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 | $128,013 | $157,256-18.6% | $141,162-9.3% | $152,861-16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.68% | 64.32%-62.6pp | 71.39%-69.7pp | 345.32%-343.6pp |
| Employer contribution / active EE | $9,448 | $5,261+79.6% | $4,735+99.5% | $4,762+98.4% |
| Participant deferral / active EE | $3,199 | $7,109-55.0% | $6,709-52.3% | $5,850-45.3% |
| Admin fee / account holder | $2,904 | $12,120-76.0% | $10,261-71.7% | $11,596-75.0% |