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 | $98,098 | $109,881-10.7% | $150,045-34.6% | $84,808+15.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.77% | 28.25%-17.5pp | 62.55%-51.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $4,956 | $3,561+39.2% | $4,693+5.6% | $2,631+88.4% |
| Participant deferral / active EE | $7,977 | $6,636+20.2% | $7,997-0.3% | $4,212+89.4% |
| Admin fee / account holder | $29,408 | $8,568+243.2% | $13,435+118.9% | $7,344+300.5% |