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 | $103,928 | $228,332-54.5% | $185,823-44.1% | $158,922-34.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.58% | 40.80%-37.2pp | 35.95%-32.4pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,161 | $4,967-56.5% | $4,087-47.1% | $4,761-54.6% |
| Participant deferral / active EE | $6,500 | $6,415+1.3% | $5,632+15.4% | $5,982+8.7% |
| Admin fee / account holder | $19,651 | $11,864+65.6% | $9,500+106.8% | $11,246+74.7% |