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 | $173,880 | $214,378-18.9% | $200,582-13.3% | $142,382+22.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.74% | 46.41%-41.7pp | 42.33%-37.6pp | 217.08%-212.3pp |
| Employer contribution / active EE | $7,735 | $6,841+13.1% | $6,419+20.5% | $4,299+79.9% |
| Participant deferral / active EE | $17,387 | $9,865+76.3% | $9,331+86.3% | $6,507+167.2% |
| Admin fee / account holder | $253,907 | $17,692+1335.2% | $16,305+1457.3% | $12,624+1911.4% |