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 | $111,832 | $90,503+23.6% | $78,689+42.1% | $273,961-59.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.96% | 75.60%-74.6pp | 62.18%-61.2pp | 41.45%-40.5pp |
| Employer contribution / active EE | $2,898 | $3,176-8.7% | $2,851+1.7% | $4,869-40.5% |
| Participant deferral / active EE | $9,309 | $3,901+138.6% | $3,517+164.7% | $5,287+76.1% |
| Admin fee / account holder | $902 | $5,263-82.9% | $4,510-80.0% | $10,132-91.1% |