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 | $95,512 | $118,849-19.6% | $96,562-1.1% | $167,490-43.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.33% | 50.49%-44.2pp | 37.78%-31.5pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,645 | $3,120-15.2% | $2,356+12.2% | $4,837-45.3% |
| Participant deferral / active EE | $5,751 | $4,616+24.6% | $3,849+49.4% | $6,341-9.3% |
| Admin fee / account holder | $3,339 | $8,065-58.6% | $6,181-46.0% | $12,309-72.9% |