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 | $127,629 | $117,381+8.7% | $99,443+28.3% | $152,861-16.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.42% | 31.87%-31.4pp | 30.72%-30.3pp | 345.32%-344.9pp |
| Employer contribution / active EE | $13,642 | $3,013+352.8% | $2,540+437.1% | $4,762+186.5% |
| Participant deferral / active EE | $9,267 | $4,086+126.8% | $3,619+156.1% | $5,850+58.4% |
| Admin fee / account holder | $1,911 | $7,631-75.0% | $6,250-69.4% | $11,596-83.5% |