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 | $142,893 | $115,770+23.4% | $101,248+41.1% | $158,922-10.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.97% | 56.14%-55.2pp | 46.47%-45.5pp | 302.83%-301.9pp |
| Employer contribution / active EE | $9,186 | $4,175+120.1% | $3,660+151.0% | $4,761+92.9% |
| Participant deferral / active EE | $2,420 | $4,957-51.2% | $4,370-44.6% | $5,982-59.5% |
| Admin fee / account holder | $24,121 | $7,245+232.9% | $5,945+305.7% | $11,246+114.5% |