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 | $116,579 | $144,119-19.1% | $117,854-1.1% | $147,584-21.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.42% | 531.15%-522.7pp | 335.08%-326.7pp | 578.55%-570.1pp |
| Employer contribution / active EE | $3,628 | $4,896-25.9% | $3,786-4.2% | $4,876-25.6% |
| Participant deferral / active EE | $6,362 | $5,316+19.7% | $4,482+41.9% | $5,439+17.0% |
| Admin fee / account holder | $31,942 | $10,886+193.4% | $8,020+298.3% | $10,885+193.4% |