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 3-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 | $93,803 | $108,919-13.9% | $100,391-6.6% | $145,922-35.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.18% | 57.88%-48.7pp | 49.20%-40.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,906 | $4,419-56.9% | $3,942-51.7% | $4,660-59.1% |
| Participant deferral / active EE | $8,201 | $8,445-2.9% | $8,082+1.5% | $6,688+22.6% |
| Admin fee / account holder | $2,145 | $9,689-77.9% | $7,899-72.8% | $13,397-84.0% |