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 | $141,007 | $152,587-7.6% | $125,175+12.6% | $152,861-7.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.74% | 54.84%-49.1pp | 43.79%-38.1pp | 345.32%-339.6pp |
| Employer contribution / active EE | $15,563 | $4,946+214.6% | $3,865+302.6% | $4,762+226.8% |
| Participant deferral / active EE | $22,000 | $5,868+274.9% | $4,937+345.6% | $5,850+276.1% |
| Admin fee / account holder | $867 | $13,434-93.6% | $9,702-91.1% | $11,596-92.5% |