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 | $97,803 | $77,419+26.3% | $69,455+40.8% | $152,861-36.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.39% | 39.06%-34.7pp | 28.97%-24.6pp | 345.32%-340.9pp |
| Employer contribution / active EE | $4,675 | $3,315+41.0% | $2,779+68.2% | $4,762-1.8% |
| Participant deferral / active EE | $3,117 | $4,414-29.4% | $3,535-11.8% | $5,850-46.7% |
| Admin fee / account holder | $2,373 | $6,207-61.8% | $3,839-38.2% | $11,596-79.5% |