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 | $122,762 | $197,591-37.9% | $177,821-31.0% | $158,922-22.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.70% | 58.76%-57.1pp | 48.32%-46.6pp | 302.83%-301.1pp |
| Employer contribution / active EE | $21,482 | $6,697+220.7% | $5,918+263.0% | $4,761+351.2% |
| Participant deferral / active EE | $13,537 | $8,405+61.1% | $7,714+75.5% | $5,982+126.3% |
| Admin fee / account holder | $756,612 | $15,399+4813.3% | $12,427+5988.2% | $11,246+6628.0% |