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 | $96,359 | $111,535-13.6% | $105,223-8.4% | $137,256-29.8% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 80.0%-1.7pp |
| Annual return | 9.54% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $7,991 | $3,939+102.8% | $3,689+116.6% | $4,156+92.3% |
| Participant deferral / active EE | $3,304 | $5,500-39.9% | $5,072-34.8% | $6,407-48.4% |
| Admin fee / account holder | $41,884 | $9,721+330.8% | $8,859+372.8% | $12,270+241.3% |