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 | $128,181 | $217,402-41.0% | $185,823-31.0% | $167,490-23.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.23% | 148.36%-140.1pp | 122.05%-113.8pp | 478.56%-470.3pp |
| Employer contribution / active EE | $8,839 | $5,873+50.5% | $5,167+71.1% | $4,837+82.7% |
| Participant deferral / active EE | $6,506 | $6,356+2.4% | $5,568+16.8% | $6,341+2.6% |
| Admin fee / account holder | $6,211 | $19,811-68.6% | $16,237-61.7% | $12,309-49.5% |