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 | $110,168 | $115,770-4.8% | $101,248+8.8% | $158,922-30.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.34% | 56.14%-53.8pp | 46.47%-44.1pp | 302.83%-300.5pp |
| Employer contribution / active EE | $7,500 | $4,175+79.7% | $3,660+104.9% | $4,761+57.5% |
| Participant deferral / active EE | $1,625 | $4,957-67.2% | $4,370-62.8% | $5,982-72.8% |
| Admin fee / account holder | $772 | $7,245-89.3% | $5,945-87.0% | $11,246-93.1% |