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 | $114,972 | $115,770-0.7% | $101,248+13.6% | $158,922-27.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.55% | 56.14%-50.6pp | 46.47%-40.9pp | 302.83%-297.3pp |
| Employer contribution / active EE | $2,348 | $4,175-43.8% | $3,660-35.8% | $4,761-50.7% |
| Participant deferral / active EE | $7,235 | $4,957+45.9% | $4,370+65.5% | $5,982+20.9% |
| Admin fee / account holder | $25,459 | $7,245+251.4% | $5,945+328.2% | $11,246+126.4% |