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 | $116,480 | $106,515+9.4% | $96,683+20.5% | $139,434-16.5% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 4.81% | 38.43%-33.6pp | 35.69%-30.9pp | 372.94%-368.1pp |
| Employer contribution / active EE | $8,333 | $4,103+103.1% | $3,737+123.0% | $4,751+75.4% |
| Participant deferral / active EE | $3,172 | $5,454-41.8% | $4,878-35.0% | $6,710-52.7% |
| Admin fee / account holder | $377 | $7,877-95.2% | $6,730-94.4% | $11,403-96.7% |