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 | $133,950 | $148,534-9.8% | $135,903-1.4% | $139,434-3.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.45% | 79.19%-67.7pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $3,169 | $5,243-39.6% | $4,856-34.7% | $4,751-33.3% |
| Participant deferral / active EE | $9,914 | $8,100+22.4% | $7,758+27.8% | $6,710+47.7% |
| Admin fee / account holder | $63,922 | $12,400+415.5% | $10,762+494.0% | $11,403+460.6% |