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 | $194,038 | $214,378-9.5% | $200,582-3.3% | $142,382+36.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.81% | 46.41%-37.6pp | 42.33%-33.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,276 | $6,841-66.7% | $6,419-64.5% | $4,299-47.1% |
| Participant deferral / active EE | $6,443 | $9,865-34.7% | $9,331-31.0% | $6,507-1.0% |
| Admin fee / account holder | $120,006 | $17,692+578.3% | $16,305+636.0% | $12,624+850.6% |