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 | $101,545 | $105,181-3.5% | $159,436-36.3% | $85,850+18.3% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.8%+12.2pp | 69.3%+25.7pp |
| Annual return | 10.16% | 45.07%-34.9pp | 263.57%-253.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $3,647 | $3,318+9.9% | $4,829-24.5% | $2,565+42.2% |
| Participant deferral / active EE | $4,407 | $5,945-25.9% | $7,352-40.1% | $3,952+11.5% |
| Admin fee / account holder | $874 | $6,933-87.4% | $10,799-91.9% | $6,260-86.0% |