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 | $110,962 | $65,685+68.9% | $57,179+94.1% | $273,961-59.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.77% | 21.99%-22.8pp | 14.59%-15.4pp | 41.45%-42.2pp |
| Employer contribution / active EE | $5,552 | $3,279+69.3% | $2,682+107.0% | $4,869+14.0% |
| Participant deferral / active EE | $5,862 | $3,782+55.0% | $3,096+89.3% | $5,287+10.9% |
| Admin fee / account holder | $644 | $4,835-86.7% | $3,139-79.5% | $10,132-93.6% |