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 | $142,696 | $152,587-6.5% | $125,175+14.0% | $152,861-6.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -0.38% | 54.84%-55.2pp | 43.79%-44.2pp | 345.32%-345.7pp |
| Employer contribution / active EE | $13,626 | $4,946+175.5% | $3,865+252.5% | $4,762+186.1% |
| Participant deferral / active EE | $11,051 | $5,868+88.3% | $4,937+123.9% | $5,850+88.9% |
| Admin fee / account holder | $5,327 | $13,434-60.4% | $9,702-45.1% | $11,596-54.1% |