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 | $120,818 | $197,591-38.9% | $177,821-32.1% | $158,922-24.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.29% | 58.76%-54.5pp | 48.32%-44.0pp | 302.83%-298.5pp |
| Employer contribution / active EE | $6,852 | $6,697+2.3% | $5,918+15.8% | $4,761+43.9% |
| Participant deferral / active EE | $10,471 | $8,405+24.6% | $7,714+35.7% | $5,982+75.0% |
| Admin fee / account holder | $149,092 | $15,399+868.2% | $12,427+1099.7% | $11,246+1225.8% |