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 | $116,339 | $112,729+3.2% | $98,716+17.9% | $137,256-15.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.38% | 38.48%-29.1pp | 31.81%-22.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $552 | $2,725-79.7% | $2,279-75.8% | $4,156-86.7% |
| Participant deferral / active EE | $3,380 | $4,640-27.2% | $4,048-16.5% | $6,407-47.2% |
| Admin fee / account holder | $41,879 | $10,129+313.5% | $8,703+381.2% | $12,270+241.3% |