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 | $112,177 | $104,974+6.9% | $95,585+17.4% | $142,382-21.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.52% | 210.33%-202.8pp | 38.56%-31.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $9,420 | $2,779+239.0% | $2,527+272.9% | $4,299+119.1% |
| Participant deferral / active EE | $5,112 | $4,352+17.5% | $4,023+27.1% | $6,507-21.4% |
| Admin fee / account holder | $50,327 | $6,386+688.1% | $6,127+721.3% | $12,624+298.7% |