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 | $132,441 | $177,572-25.4% | $154,803-14.4% | $142,382-7.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.89% | 65.07%-62.2pp | 58.88%-56.0pp | 217.08%-214.2pp |
| Employer contribution / active EE | $3,176 | $4,810-34.0% | $4,305-26.2% | $4,299-26.1% |
| Participant deferral / active EE | $8,636 | $6,272+37.7% | $5,540+55.9% | $6,507+32.7% |
| Admin fee / account holder | $365,184 | $16,786+2075.6% | $14,329+2448.5% | $12,624+2792.8% |