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 9-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 | $102,228 | $148,978-31.4% | $200,582-49.0% | $84,808+20.5% |
| Participation rate | 95.2% | 84.2%+11.0pp | 86.9%+8.4pp | 68.3%+26.9pp |
| Annual return | 9.81% | 28.16%-18.3pp | 42.33%-32.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $10,833 | $4,815+125.0% | $6,419+68.8% | $2,631+311.8% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,795 | $13,977-80.0% | $16,305-82.9% | $7,344-61.9% |