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 | $129,239 | $124,281+4.0% | $109,143+18.4% | $167,490-22.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.54% | 26.04%-20.5pp | 25.75%-20.2pp | 478.56%-473.0pp |
| Employer contribution / active EE | $25,774 | $4,207+512.6% | $3,722+592.5% | $4,837+432.8% |
| Participant deferral / active EE | $7,614 | $5,255+44.9% | $4,653+63.6% | $6,341+20.1% |
| Admin fee / account holder | $90,019 | $7,970+1029.5% | $6,752+1233.2% | $12,309+631.3% |