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 4-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 | $109,036 | $185,822-41.3% | $169,993-35.9% | $139,434-21.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.21% | 60.50%-56.3pp | 53.37%-49.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $3,772 | $7,590-50.3% | $6,785-44.4% | $4,751-20.6% |
| Participant deferral / active EE | $3,698 | $11,622-68.2% | $10,408-64.5% | $6,710-44.9% |
| Admin fee / account holder | $38,868 | $15,381+152.7% | $12,815+203.3% | $11,403+240.9% |