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 | $97,715 | $117,841-17.1% | $102,423-4.6% | $145,922-33.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.88% | 31.65%-24.8pp | 29.32%-22.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $3,408 | $3,615-5.7% | $3,023+12.7% | $4,660-26.9% |
| Participant deferral / active EE | $9,681 | $5,731+68.9% | $5,053+91.6% | $6,688+44.8% |
| Admin fee / account holder | $11,073 | $13,326-16.9% | $9,451+17.2% | $13,397-17.3% |