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 | $182,129 | $201,272-9.5% | $184,203-1.1% | $145,922+24.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 6.77% | 29.00%-22.2pp | 28.81%-22.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $14,602 | $7,022+108.0% | $6,427+127.2% | $4,660+213.4% |
| Participant deferral / active EE | $5,750 | $9,806-41.4% | $9,131-37.0% | $6,688-14.0% |
| Admin fee / account holder | $453,137 | $16,364+2669.2% | $13,901+3159.8% | $13,397+3282.4% |