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 | $100,104 | $112,729-11.2% | $98,716+1.4% | $137,256-27.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 6.75% | 38.48%-31.7pp | 31.81%-25.1pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,226 | $2,725-55.0% | $2,279-46.2% | $4,156-70.5% |
| Participant deferral / active EE | $3,775 | $4,640-18.7% | $4,048-6.7% | $6,407-41.1% |
| Admin fee / account holder | $13,592 | $10,129+34.2% | $8,703+56.2% | $12,270+10.8% |