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 | $95,960 | $117,983-18.7% | $101,794-5.7% | $142,382-32.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 6.44% | 36.92%-30.5pp | 30.53%-24.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $9,476 | $2,773+241.8% | $2,289+314.0% | $4,299+120.4% |
| Participant deferral / active EE | $2,869 | $4,714-39.1% | $4,084-29.8% | $6,507-55.9% |
| Admin fee / account holder | $21,891 | $10,433+109.8% | $8,777+149.4% | $12,624+73.4% |