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 | $103,301 | $232,540-55.6% | $185,117-44.2% | $147,584-30.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.53% | 43.03%-36.5pp | 40.50%-34.0pp | 578.55%-572.0pp |
| Employer contribution / active EE | $3,209 | $5,195-38.2% | $4,182-23.3% | $4,876-34.2% |
| Participant deferral / active EE | $5,159 | $5,834-11.6% | $5,045+2.3% | $5,439-5.1% |
| Admin fee / account holder | $1,021 | $10,275-90.1% | $8,159-87.5% | $10,885-90.6% |