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 | $114,205 | $197,591-42.2% | $177,821-35.8% | $158,922-28.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.97% | 58.76%-53.8pp | 48.32%-43.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,819 | $6,697-72.8% | $5,918-69.3% | $4,761-61.8% |
| Participant deferral / active EE | $7,013 | $8,405-16.6% | $7,714-9.1% | $5,982+17.2% |
| Admin fee / account holder | $341 | $15,399-97.8% | $12,427-97.3% | $11,246-97.0% |