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 | $98,199 | $118,427-17.1% | $66,042+48.7% | $142,382-31.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 5.73% | 35.57%-29.8pp | 52.11%-46.4pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,206 | $2,570-53.1% | $1,579-23.6% | $4,299-72.0% |
| Participant deferral / active EE | $4,881 | $4,311+13.2% | $2,835+72.1% | $6,507-25.0% |
| Admin fee / account holder | $22,348 | $9,593+133.0% | $5,747+288.9% | $12,624+77.0% |