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 | $140,153 | $179,726-22.0% | $156,263-10.3% | $142,382-1.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.57% | 77.86%-71.3pp | 59.47%-52.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $8,346 | $5,069+64.6% | $4,333+92.6% | $4,299+94.1% |
| Participant deferral / active EE | $4,917 | $6,956-29.3% | $6,158-20.2% | $6,507-24.4% |
| Admin fee / account holder | $141,242 | $17,272+717.7% | $14,255+890.8% | $12,624+1018.9% |