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 | $187,998 | $135,952+38.3% | $123,892+51.7% | $273,961-31.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.94% | 56.63%-53.7pp | 47.52%-44.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,464 | $5,170-52.3% | $4,617-46.6% | $4,869-49.4% |
| Participant deferral / active EE | $9,959 | $6,343+57.0% | $5,984+66.4% | $5,287+88.4% |
| Admin fee / account holder | $98,100 | $9,817+899.3% | $8,357+1073.9% | $10,132+868.2% |