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 | $95,510 | $117,983-19.0% | $101,794-6.2% | $142,382-32.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.96% | 36.92%-29.0pp | 30.53%-22.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,787 | $2,773-35.6% | $2,289-21.9% | $4,299-58.4% |
| Participant deferral / active EE | $9,084 | $4,714+92.7% | $4,084+122.4% | $6,507+39.6% |
| Admin fee / account holder | $140,380 | $10,433+1245.5% | $8,777+1499.4% | $12,624+1012.0% |