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 | $131,764 | $162,781-19.1% | $133,956-1.6% | $158,922-17.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.10% | 41.94%-38.8pp | 45.09%-42.0pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,675 | $4,975-46.2% | $3,919-31.7% | $4,761-43.8% |
| Participant deferral / active EE | $7,980 | $5,911+35.0% | $5,048+58.1% | $5,982+33.4% |
| Admin fee / account holder | $12,322 | $11,736+5.0% | $8,927+38.0% | $11,246+9.6% |