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 | $110,043 | $102,616+7.2% | $81,983+34.2% | $158,922-30.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 6.18% | 61.04%-54.9pp | 41.31%-35.1pp | 302.83%-296.6pp |
| Employer contribution / active EE | $4,441 | $3,240+37.1% | $2,498+77.8% | $4,761-6.7% |
| Participant deferral / active EE | $3,211 | $4,648-30.9% | $3,722-13.7% | $5,982-46.3% |
| Admin fee / account holder | $961 | $8,235-88.3% | $5,664-83.0% | $11,246-91.5% |