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 | $98,997 | $117,983-16.1% | $101,794-2.7% | $142,382-30.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.77% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,143 | $2,773-22.7% | $2,289-6.4% | $4,299-50.1% |
| Participant deferral / active EE | $5,103 | $4,714+8.3% | $4,084+25.0% | $6,507-21.6% |
| Admin fee / account holder | $72,307 | $10,433+593.0% | $8,777+723.8% | $12,624+472.8% |