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 | $93,378 | $214,378-56.4% | $200,582-53.4% | $142,382-34.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.85% | 46.41%-44.6pp | 42.33%-40.5pp | 217.08%-215.2pp |
| Employer contribution / active EE | $4,982 | $6,841-27.2% | $6,419-22.4% | $4,299+15.9% |
| Participant deferral / active EE | $4,982 | $9,865-49.5% | $9,331-46.6% | $6,507-23.4% |
| Admin fee / account holder | $3,350 | $17,692-81.1% | $16,305-79.5% | $12,624-73.5% |