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 | $93,464 | $114,381-18.3% | $107,525-13.1% | $142,382-34.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.95% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $14,824 | $4,015+269.3% | $3,754+294.9% | $4,299+244.8% |
| Participant deferral / active EE | $5,216 | $5,564-6.3% | $5,116+2.0% | $6,507-19.8% |
| Admin fee / account holder | $28,567 | $9,860+189.7% | $8,919+220.3% | $12,624+126.3% |