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 | $146,790 | $135,952+8.0% | $123,892+18.5% | $273,961-46.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.74% | 56.63%-53.9pp | 47.52%-44.8pp | 41.45%-38.7pp |
| Employer contribution / active EE | $10,539 | $5,170+103.9% | $4,617+128.3% | $4,869+116.5% |
| Participant deferral / active EE | $6,709 | $6,343+5.8% | $5,984+12.1% | $5,287+26.9% |
| Admin fee / account holder | $119,570 | $9,817+1118.0% | $8,357+1330.8% | $10,132+1080.1% |