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 | $111,109 | $116,167-4.4% | $64,489+72.3% | $137,256-19.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 5.93% | 36.55%-30.6pp | 55.03%-49.1pp | 220.34%-214.4pp |
| Employer contribution / active EE | $4,310 | $2,483+73.6% | $1,523+183.0% | $4,156+3.7% |
| Participant deferral / active EE | $4,552 | $4,215+8.0% | $2,778+63.8% | $6,407-29.0% |
| Admin fee / account holder | $102,323 | $6,188+1553.5% | $4,260+2302.0% | $12,270+733.9% |