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 | $110,223 | $157,256-29.9% | $141,162-21.9% | $152,861-27.9% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 4.34% | 64.32%-60.0pp | 71.39%-67.0pp | 345.32%-341.0pp |
| Employer contribution / active EE | $16,079 | $5,261+205.6% | $4,735+239.6% | $4,762+237.6% |
| Participant deferral / active EE | $13,028 | $7,109+83.3% | $6,709+94.2% | $5,850+122.7% |
| Admin fee / account holder | $338,118 | $12,120+2689.7% | $10,261+3195.1% | $11,596+2815.7% |