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 | $109,078 | $117,983-7.5% | $101,794+7.2% | $142,382-23.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 3.60% | 36.92%-33.3pp | 30.53%-26.9pp | 217.08%-213.5pp |
| Employer contribution / active EE | $5,689 | $2,773+105.2% | $2,289+148.6% | $4,299+32.3% |
| Participant deferral / active EE | $14,415 | $4,714+205.8% | $4,084+253.0% | $6,507+121.5% |
| Admin fee / account holder | $141,618 | $10,433+1257.4% | $8,777+1513.5% | $12,624+1021.8% |