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 | $125,502 | $95,416+31.5% | $185,823-32.5% | $85,850+46.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.35% | 23.59%-13.2pp | 122.05%-111.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $4,335 | $3,314+30.8% | $5,167-16.1% | $2,565+69.0% |
| Participant deferral / active EE | $5,741 | $3,423+67.7% | $5,568+3.1% | $3,952+45.3% |
| Admin fee / account holder | $14,868 | $7,213+106.1% | $16,237-8.4% | $6,260+137.5% |