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 | $103,513 | $115,708-10.5% | $65,255+58.6% | $139,434-25.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 0.22% | 31.19%-31.0pp | 47.35%-47.1pp | 372.94%-372.7pp |
| Employer contribution / active EE | $23,521 | $2,599+804.9% | $1,691+1290.8% | $4,751+395.1% |
| Participant deferral / active EE | $20,546 | $4,240+384.6% | $2,831+625.8% | $6,710+206.2% |
| Admin fee / account holder | $431 | $6,698-93.6% | $4,112-89.5% | $11,403-96.2% |