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 | $173,276 | $214,378-19.2% | $200,582-13.6% | $142,382+21.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.63% | 46.41%-37.8pp | 42.33%-33.7pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,702 | $6,841-60.5% | $6,419-57.9% | $4,299-37.1% |
| Participant deferral / active EE | $4,031 | $9,865-59.1% | $9,331-56.8% | $6,507-38.1% |
| Admin fee / account holder | $1,884 | $17,692-89.3% | $16,305-88.4% | $12,624-85.1% |