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 | $153,348 | $154,228-0.6% | $145,433+5.4% | $137,256+11.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.20% | 74.59%-71.4pp | 66.58%-63.4pp | 220.34%-217.1pp |
| Employer contribution / active EE | $23,061 | $4,804+380.0% | $4,554+406.3% | $4,156+454.9% |
| Participant deferral / active EE | $17,395 | $8,216+111.7% | $7,897+120.3% | $6,407+171.5% |
| Admin fee / account holder | $718,002 | $14,344+4905.7% | $13,129+5368.8% | $12,270+5751.6% |