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 | $119,659 | $114,381+4.6% | $107,525+11.3% | $142,382-16.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.11% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,750 | $4,015-56.4% | $3,754-53.4% | $4,299-59.3% |
| Participant deferral / active EE | $2,443 | $5,564-56.1% | $5,116-52.3% | $6,507-62.5% |
| Admin fee / account holder | $49,642 | $9,860+403.5% | $8,919+456.6% | $12,624+293.2% |