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 | $117,096 | $185,822-37.0% | $169,993-31.1% | $139,434-16.0% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 7.31% | 60.50%-53.2pp | 53.37%-46.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $4,118 | $7,590-45.7% | $6,785-39.3% | $4,751-13.3% |
| Participant deferral / active EE | $9,768 | $11,622-16.0% | $10,408-6.1% | $6,710+45.6% |
| Admin fee / account holder | $130,169 | $15,381+746.3% | $12,815+915.7% | $11,403+1041.6% |