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 | $140,001 | $217,402-35.6% | $185,823-24.7% | $167,490-16.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.78% | 148.36%-140.6pp | 122.05%-114.3pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,667 | $5,873-71.6% | $5,167-67.7% | $4,837-65.5% |
| Participant deferral / active EE | $7,069 | $6,356+11.2% | $5,568+27.0% | $6,341+11.5% |
| Admin fee / account holder | $43,869 | $19,811+121.4% | $16,237+170.2% | $12,309+256.4% |