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 | $135,875 | $232,540-41.6% | $185,117-26.6% | $147,584-7.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.29% | 43.03%-36.7pp | 40.50%-34.2pp | 578.55%-572.3pp |
| Employer contribution / active EE | $9,270 | $5,195+78.4% | $4,182+121.7% | $4,876+90.1% |
| Participant deferral / active EE | $15,287 | $5,834+162.0% | $5,045+203.0% | $5,439+181.1% |
| Admin fee / account holder | $140,463 | $10,275+1267.0% | $8,159+1621.5% | $10,885+1190.4% |