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 | $93,210 | $214,378-56.5% | $200,582-53.5% | $142,382-34.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.93% | 46.41%-38.5pp | 42.33%-34.4pp | 217.08%-209.1pp |
| Employer contribution / active EE | $3,003 | $6,841-56.1% | $6,419-53.2% | $4,299-30.1% |
| Participant deferral / active EE | $7,500 | $9,865-24.0% | $9,331-19.6% | $6,507+15.3% |
| Admin fee / account holder | $6,252 | $17,692-64.7% | $16,305-61.7% | $12,624-50.5% |