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 | $106,467 | $152,587-30.2% | $125,175-14.9% | $152,861-30.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.87% | 54.84%-49.0pp | 43.79%-37.9pp | 345.32%-339.4pp |
| Employer contribution / active EE | $9,558 | $4,946+93.2% | $3,865+147.3% | $4,762+100.7% |
| Participant deferral / active EE | $5,285 | $5,868-9.9% | $4,937+7.1% | $5,850-9.7% |
| Admin fee / account holder | $333 | $13,434-97.5% | $9,702-96.6% | $11,596-97.1% |