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 | $108,489 | $83,908+29.3% | $68,509+58.4% | $125,391-13.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -5.10% | 14.48%-19.6pp | 8.27%-13.4pp | 282.22%-287.3pp |
| Employer contribution / active EE | $705 | $3,031-76.7% | $2,278-69.0% | $4,866-85.5% |
| Participant deferral / active EE | $9,600 | $4,125+132.7% | $3,382+183.8% | $5,352+79.4% |
| Admin fee / account holder | $11,672 | $8,982+30.0% | $5,275+121.3% | $9,540+22.3% |