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 | $97,115 | $177,572-45.3% | $154,803-37.3% | $142,382-31.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.57% | 65.07%-62.5pp | 58.88%-56.3pp | 217.08%-214.5pp |
| Employer contribution / active EE | $14,502 | $4,810+201.5% | $4,305+236.8% | $4,299+237.3% |
| Participant deferral / active EE | $5,378 | $6,272-14.3% | $5,540-2.9% | $6,507-17.4% |
| Admin fee / account holder | $168,092 | $16,786+901.4% | $14,329+1073.1% | $12,624+1231.6% |