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 | $85,448 | $183,519-53.4% | $155,509-45.1% | $145,922-41.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.41% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $11,141 | $5,313+109.7% | $4,672+138.4% | $4,660+139.1% |
| Participant deferral / active EE | $6,427 | $6,462-0.6% | $5,626+14.2% | $6,688-3.9% |
| Admin fee / account holder | $349 | $19,313-98.2% | $15,912-97.8% | $13,397-97.4% |