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 | $81,031 | $162,781-50.2% | $133,956-39.5% | $158,922-49.0% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 1.32% | 41.94%-40.6pp | 45.09%-43.8pp | 302.83%-301.5pp |
| Employer contribution / active EE | $4,713 | $4,975-5.3% | $3,919+20.3% | $4,761-1.0% |
| Participant deferral / active EE | $13,081 | $5,911+121.3% | $5,048+159.1% | $5,982+118.7% |
| Admin fee / account holder | $503 | $11,736-95.7% | $8,927-94.4% | $11,246-95.5% |