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 | $184,382 | $181,894+1.4% | $156,549+17.8% | $273,961-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.26% | 30.74%-35.0pp | 32.23%-36.5pp | 41.45%-45.7pp |
| Employer contribution / active EE | $2,013 | $6,248-67.8% | $5,501-63.4% | $4,869-58.7% |
| Participant deferral / active EE | $15,437 | $5,550+178.1% | $4,871+216.9% | $5,287+192.0% |
| Admin fee / account holder | $21,905 | $15,559+40.8% | $13,027+68.1% | $10,132+116.2% |