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 | $106,876 | $183,519-41.8% | $155,509-31.3% | $145,922-26.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.58% | 61.17%-55.6pp | 64.67%-59.1pp | 561.29%-555.7pp |
| Employer contribution / active EE | $2,464 | $5,313-53.6% | $4,672-47.3% | $4,660-47.1% |
| Participant deferral / active EE | $1,932 | $6,462-70.1% | $5,626-65.7% | $6,688-71.1% |
| Admin fee / account holder | $21,809 | $19,313+12.9% | $15,912+37.1% | $13,397+62.8% |