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 | $103,766 | $183,519-43.5% | $155,509-33.3% | $145,922-28.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.18% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $7,143 | $5,313+34.5% | $4,672+52.9% | $4,660+53.3% |
| Participant deferral / active EE | $3,991 | $6,462-38.2% | $5,626-29.1% | $6,688-40.3% |
| Admin fee / account holder | $1,431 | $19,313-92.6% | $15,912-91.0% | $13,397-89.3% |