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 | $119,671 | $201,272-40.5% | $184,203-35.0% | $145,922-18.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.26% | 29.00%-19.7pp | 28.81%-19.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $5,857 | $7,022-16.6% | $6,427-8.9% | $4,660+25.7% |
| Participant deferral / active EE | $7,034 | $9,806-28.3% | $9,131-23.0% | $6,688+5.2% |
| Admin fee / account holder | $34,581 | $16,364+111.3% | $13,901+148.8% | $13,397+158.1% |