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 | $144,351 | $106,515+35.5% | $96,683+49.3% | $139,434+3.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.55% | 38.43%-34.9pp | 35.69%-32.1pp | 372.94%-369.4pp |
| Employer contribution / active EE | $1,296 | $4,103-68.4% | $3,737-65.3% | $4,751-72.7% |
| Participant deferral / active EE | $10,591 | $5,454+94.2% | $4,878+117.1% | $6,710+57.8% |
| Admin fee / account holder | $108,991 | $7,877+1283.7% | $6,730+1519.6% | $11,403+855.9% |