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 | $128,899 | $197,591-34.8% | $177,821-27.5% | $158,922-18.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.39% | 58.76%-58.4pp | 48.32%-47.9pp | 302.83%-302.4pp |
| Employer contribution / active EE | $8,796 | $6,697+31.3% | $5,918+48.6% | $4,761+84.7% |
| Participant deferral / active EE | $8,050 | $8,405-4.2% | $7,714+4.4% | $5,982+34.6% |
| Admin fee / account holder | $220,520 | $15,399+1332.0% | $12,427+1674.5% | $11,246+1860.9% |