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 | $110,016 | $103,376+6.4% | $87,100+26.3% | $152,861-28.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 6.25% | 28.10%-21.8pp | 28.19%-21.9pp | 345.32%-339.1pp |
| Employer contribution / active EE | $2,920 | $3,220-9.3% | $2,521+15.8% | $4,762-38.7% |
| Participant deferral / active EE | $8,276 | $4,778+73.2% | $4,049+104.4% | $5,850+41.5% |
| Admin fee / account holder | $88,162 | $12,205+622.3% | $7,497+1076.0% | $11,596+660.2% |