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 | $194,000 | $232,540-16.6% | $185,117+4.8% | $147,584+31.5% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.2pp | 82.8%+12.6pp |
| Annual return | 4.35% | 43.03%-38.7pp | 40.50%-36.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $9,427 | $5,195+81.5% | $4,182+125.4% | $4,876+93.3% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,855 | $10,275-52.8% | $8,159-40.5% | $10,885-55.4% |