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 | $115,471 | $68,097+69.6% | $62,929+83.5% | $137,256-15.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 10.82% | 1859.11%-1848.3pp | 1063.93%-1053.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,351 | $2,811+19.2% | $2,505+33.8% | $4,156-19.4% |
| Participant deferral / active EE | $2,719 | $4,553-40.3% | $3,888-30.1% | $6,407-57.6% |
| Admin fee / account holder | $3,609 | $6,521-44.7% | $5,065-28.7% | $12,270-70.6% |