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 4-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 | $135,529 | $177,572-23.7% | $154,803-12.5% | $142,382-4.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.70% | 65.07%-63.4pp | 58.88%-57.2pp | 217.08%-215.4pp |
| Employer contribution / active EE | $2,086 | $4,810-56.6% | $4,305-51.5% | $4,299-51.5% |
| Participant deferral / active EE | $7,033 | $6,272+12.1% | $5,540+26.9% | $6,507+8.1% |
| Admin fee / account holder | $14,861 | $16,786-11.5% | $14,329+3.7% | $12,624+17.7% |