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 | $127,257 | $209,336-39.2% | $197,124-35.4% | $137,256-7.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.57% | 48.09%-40.5pp | 44.34%-36.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $32,559 | $6,591+394.0% | $6,227+422.8% | $4,156+683.4% |
| Participant deferral / active EE | $32,875 | $9,614+241.9% | $9,135+259.9% | $6,407+413.1% |
| Admin fee / account holder | $61,444 | $17,308+255.0% | $16,298+277.0% | $12,270+400.8% |