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 9-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 | $102,845 | $201,272-48.9% | $184,203-44.2% | $145,922-29.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.11% | 29.00%-24.9pp | 28.81%-24.7pp | 561.29%-557.2pp |
| Employer contribution / active EE | $10,622 | $7,022+51.3% | $6,427+65.3% | $4,660+128.0% |
| Participant deferral / active EE | $4,833 | $9,806-50.7% | $9,131-47.1% | $6,688-27.7% |
| Admin fee / account holder | $1,232 | $16,364-92.5% | $13,901-91.1% | $13,397-90.8% |