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 | $111,226 | $202,432-45.1% | $169,368-34.3% | $139,434-20.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.04% | 531.74%-527.7pp | 405.60%-401.6pp | 372.94%-368.9pp |
| Employer contribution / active EE | $2,355 | $4,692-49.8% | $4,013-41.3% | $4,751-50.4% |
| Participant deferral / active EE | $7,185 | $6,938+3.6% | $6,221+15.5% | $6,710+7.1% |
| Admin fee / account holder | $2,199 | $10,708-79.5% | $9,003-75.6% | $11,403-80.7% |