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 | $124,791 | $209,336-40.4% | $197,124-36.7% | $137,256-9.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.28% | 48.09%-36.8pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,266 | $6,591-50.4% | $6,227-47.6% | $4,156-21.4% |
| Participant deferral / active EE | $9,441 | $9,614-1.8% | $9,135+3.4% | $6,407+47.4% |
| Admin fee / account holder | $23,309 | $17,308+34.7% | $16,298+43.0% | $12,270+90.0% |