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 | $94,887 | $102,966-7.8% | $90,281+5.1% | $152,861-37.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.96% | 95.16%-92.2pp | 78.10%-75.1pp | 345.32%-342.4pp |
| Employer contribution / active EE | $3,518 | $3,139+12.1% | $2,854+23.3% | $4,762-26.1% |
| Participant deferral / active EE | $5,899 | $4,281+37.8% | $3,885+51.8% | $5,850+0.8% |
| Admin fee / account holder | $1,287 | $6,171-79.1% | $5,351-75.9% | $11,596-88.9% |