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 | $111,999 | $93,346+20.0% | $71,796+56.0% | $273,961-59.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.46% | 130.39%-129.9pp | 78.04%-77.6pp | 41.45%-41.0pp |
| Employer contribution / active EE | $4,740 | $2,733+73.4% | $1,924+146.3% | $4,869-2.7% |
| Participant deferral / active EE | $2,493 | $3,475-28.3% | $2,794-10.8% | $5,287-52.9% |
| Admin fee / account holder | $2,671 | $6,571-59.4% | $4,815-44.5% | $10,132-73.6% |