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 | $118,822 | $111,754+6.3% | $103,333+15.0% | $145,922-18.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.48% | 24.77%-17.3pp | 24.88%-17.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,409 | $4,212-42.8% | $3,868-37.7% | $4,660-48.3% |
| Participant deferral / active EE | $6,659 | $5,619+18.5% | $5,057+31.7% | $6,688-0.4% |
| Admin fee / account holder | $62,303 | $9,750+539.0% | $8,355+645.7% | $13,397+365.1% |