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 | $105,642 | $101,618+4.0% | $93,063+13.5% | $137,256-23.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 10.32% | 223.95%-213.6pp | 34.15%-23.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,789 | $2,707+3.0% | $2,476+12.6% | $4,156-32.9% |
| Participant deferral / active EE | $5,885 | $4,279+37.5% | $3,958+48.7% | $6,407-8.2% |
| Admin fee / account holder | $22,008 | $6,198+255.1% | $6,033+264.8% | $12,270+79.4% |