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 | $110,486 | $107,334+2.9% | $92,893+18.9% | $152,861-27.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.12% | 145.58%-138.5pp | 109.41%-102.3pp | 345.32%-338.2pp |
| Employer contribution / active EE | $1,402 | $4,221-66.8% | $3,653-61.6% | $4,762-70.6% |
| Participant deferral / active EE | $2,516 | $4,845-48.1% | $4,236-40.6% | $5,850-57.0% |
| Admin fee / account holder | $3,563 | $7,079-49.7% | $5,794-38.5% | $11,596-69.3% |