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 | $143,341 | $209,336-31.5% | $197,124-27.3% | $137,256+4.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.98% | 48.09%-39.1pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $8,846 | $6,591+34.2% | $6,227+42.1% | $4,156+112.9% |
| Participant deferral / active EE | $6,655 | $9,614-30.8% | $9,135-27.1% | $6,407+3.9% |
| Admin fee / account holder | $112,693 | $17,308+551.1% | $16,298+591.5% | $12,270+818.4% |