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 | $107,120 | $118,849-9.9% | $96,562+10.9% | $167,490-36.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.81% | 50.49%-42.7pp | 37.78%-30.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,802 | $3,120-10.2% | $2,356+18.9% | $4,837-42.1% |
| Participant deferral / active EE | $8,674 | $4,616+87.9% | $3,849+125.4% | $6,341+36.8% |
| Admin fee / account holder | $1,587 | $8,065-80.3% | $6,181-74.3% | $12,309-87.1% |