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 | $185,127 | $197,591-6.3% | $177,821+4.1% | $158,922+16.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.35% | 58.76%-53.4pp | 48.32%-43.0pp | 302.83%-297.5pp |
| Employer contribution / active EE | $7,195 | $6,697+7.4% | $5,918+21.6% | $4,761+51.1% |
| Participant deferral / active EE | $4,100 | $8,405-51.2% | $7,714-46.8% | $5,982-31.5% |
| Admin fee / account holder | $211,407 | $15,399+1272.8% | $12,427+1601.1% | $11,246+1779.9% |