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 | $111,603 | $175,202-36.3% | $149,673-25.4% | $139,434-20.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.38% | 166.71%-161.3pp | 134.42%-129.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $8,070 | $5,474+47.4% | $4,818+67.5% | $4,751+69.9% |
| Participant deferral / active EE | $5,026 | $6,519-22.9% | $5,680-11.5% | $6,710-25.1% |
| Admin fee / account holder | $889 | $16,150-94.5% | $13,210-93.3% | $11,403-92.2% |