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 | $96,786 | $107,334-9.8% | $92,893+4.2% | $152,861-36.7% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 2.51% | 145.58%-143.1pp | 109.41%-106.9pp | 345.32%-342.8pp |
| Employer contribution / active EE | $1,783 | $4,221-57.8% | $3,653-51.2% | $4,762-62.6% |
| Participant deferral / active EE | $2,182 | $4,845-55.0% | $4,236-48.5% | $5,850-62.7% |
| Admin fee / account holder | $2,633 | $7,079-62.8% | $5,794-54.5% | $11,596-77.3% |