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 | $103,791 | $157,256-34.0% | $141,162-26.5% | $152,861-32.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.89% | 64.32%-57.4pp | 71.39%-64.5pp | 345.32%-338.4pp |
| Employer contribution / active EE | $7,963 | $5,261+51.4% | $4,735+68.2% | $4,762+67.2% |
| Participant deferral / active EE | $7,770 | $7,109+9.3% | $6,709+15.8% | $5,850+32.8% |
| Admin fee / account holder | $445 | $12,120-96.3% | $10,261-95.7% | $11,596-96.2% |