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 | $199,594 | $135,952+46.8% | $123,892+61.1% | $273,961-27.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.87% | 56.63%-53.8pp | 47.52%-44.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $8,010 | $5,170+54.9% | $4,617+73.5% | $4,869+64.5% |
| Participant deferral / active EE | $12,680 | $6,343+99.9% | $5,984+111.9% | $5,287+139.8% |
| Admin fee / account holder | $98,996 | $9,817+908.4% | $8,357+1084.6% | $10,132+877.1% |