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 | $169,963 | $201,272-15.6% | $184,203-7.7% | $145,922+16.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.44% | 29.00%-22.6pp | 28.81%-22.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $17,302 | $7,022+146.4% | $6,427+169.2% | $4,660+271.3% |
| Participant deferral / active EE | $6,143 | $9,806-37.3% | $9,131-32.7% | $6,688-8.1% |
| Admin fee / account holder | $18,451 | $16,364+12.8% | $13,901+32.7% | $13,397+37.7% |