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 | $149,641 | $124,281+20.4% | $109,143+37.1% | $167,490-10.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.81% | 26.04%-18.2pp | 25.75%-17.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,807 | $4,207-33.3% | $3,722-24.6% | $4,837-42.0% |
| Participant deferral / active EE | $7,335 | $5,255+39.6% | $4,653+57.6% | $6,341+15.7% |
| Admin fee / account holder | $20,852 | $7,970+161.6% | $6,752+208.8% | $12,309+69.4% |