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 | $106,013 | $107,334-1.2% | $92,893+14.1% | $152,861-30.6% |
| Participation rate | 82.6% | 79.8%+2.8pp | 76.0%+6.6pp | 82.4%+0.2pp |
| Annual return | 3.83% | 145.58%-141.8pp | 109.41%-105.6pp | 345.32%-341.5pp |
| Employer contribution / active EE | $792 | $4,221-81.2% | $3,653-78.3% | $4,762-83.4% |
| Participant deferral / active EE | $4,308 | $4,845-11.1% | $4,236+1.7% | $5,850-26.4% |
| Admin fee / account holder | $18,841 | $7,079+166.1% | $5,794+225.2% | $11,596+62.5% |