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 | $128,054 | $98,750+29.7% | $149,696-14.5% | $79,858+60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.33% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,144 | $3,216-2.3% | $4,644-32.3% | $2,471+27.2% |
| Participant deferral / active EE | $6,827 | $5,680+20.2% | $6,842-0.2% | $3,740+82.5% |
| Admin fee / account holder | $3,946 | $6,053-34.8% | $9,309-57.6% | $5,306-25.6% |