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 | $84,038 | $142,405-41.0% | $115,157-27.0% | $152,861-45.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 1.83% | 41.48%-39.7pp | 35.60%-33.8pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,184 | $4,010-70.5% | $3,179-62.8% | $4,762-75.1% |
| Participant deferral / active EE | $8,525 | $5,164+65.1% | $4,168+104.5% | $5,850+45.7% |
| Admin fee / account holder | $1,934 | $8,462-77.1% | $7,088-72.7% | $11,596-83.3% |