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 | $107,805 | $100,773+7.0% | $88,946+21.2% | $142,382-24.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 4.94% | 70.18%-65.2pp | 57.82%-52.9pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,332 | $2,918-20.1% | $2,555-8.7% | $4,299-45.8% |
| Participant deferral / active EE | $7,377 | $5,230+41.0% | $4,581+61.0% | $6,507+13.4% |
| Admin fee / account holder | $126,355 | $9,693+1203.6% | $8,261+1429.6% | $12,624+900.9% |