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 | $105,521 | $217,402-51.5% | $185,823-43.2% | $167,490-37.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.50% | 148.36%-144.9pp | 122.05%-118.6pp | 478.56%-475.1pp |
| Employer contribution / active EE | $10,467 | $5,873+78.2% | $5,167+102.6% | $4,837+116.4% |
| Participant deferral / active EE | $8,598 | $6,356+35.3% | $5,568+54.4% | $6,341+35.6% |
| Admin fee / account holder | $1,176 | $19,811-94.1% | $16,237-92.8% | $12,309-90.4% |