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 | $128,668 | $127,065+1.3% | $113,168+13.7% | $142,382-9.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 9.16% | 24.03%-14.9pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $7,769 | $3,442+125.7% | $2,975+161.1% | $4,299+80.7% |
| Participant deferral / active EE | $2,486 | $5,716-56.5% | $5,107-51.3% | $6,507-61.8% |
| Admin fee / account holder | $36,521 | $15,736+132.1% | $12,068+202.6% | $12,624+189.3% |