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 | $117,063 | $140,940-16.9% | $112,229+4.3% | $139,434-16.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.91% | 32.71%-25.8pp | 30.20%-23.3pp | 372.94%-366.0pp |
| Employer contribution / active EE | $3,274 | $4,283-23.6% | $3,430-4.6% | $4,751-31.1% |
| Participant deferral / active EE | $4,797 | $5,874-18.3% | $4,7980% | $6,710-28.5% |
| Admin fee / account holder | $398 | $9,954-96.0% | $7,748-94.9% | $11,403-96.5% |