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 | $126,465 | $124,281+1.8% | $109,143+15.9% | $167,490-24.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.71% | 26.04%-19.3pp | 25.75%-19.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $4,822 | $4,207+14.6% | $3,722+29.6% | $4,837-0.3% |
| Participant deferral / active EE | $14,690 | $5,255+179.5% | $4,653+215.7% | $6,341+131.7% |
| Admin fee / account holder | $7,444 | $7,970-6.6% | $6,752+10.2% | $12,309-39.5% |