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 | $104,848 | $107,334-2.3% | $92,893+12.9% | $152,861-31.4% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 1.12% | 145.58%-144.5pp | 109.41%-108.3pp | 345.32%-344.2pp |
| Employer contribution / active EE | $4,079 | $4,221-3.4% | $3,653+11.7% | $4,762-14.4% |
| Participant deferral / active EE | $7,621 | $4,845+57.3% | $4,236+79.9% | $5,850+30.3% |
| Admin fee / account holder | $56,875 | $7,079+703.4% | $5,794+881.6% | $11,596+390.4% |