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 | $141,189 | $183,592-23.1% | $155,567-9.2% | $145,959-3.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.19% | 61.24%-56.0pp | 64.74%-59.5pp | 561.95%-556.8pp |
| Employer contribution / active EE | $18,407 | $5,315+246.3% | $4,674+293.8% | $4,661+294.9% |
| Participant deferral / active EE | $11,580 | $6,464+79.1% | $5,628+105.8% | $6,689+73.1% |
| Admin fee / account holder | $2,864 | $19,318-85.2% | $15,916-82.0% | $13,398-78.6% |