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 | $123,161 | $69,207+78.0% | $64,056+92.3% | $139,434-11.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.38% | 45.88%-45.5pp | 33.69%-33.3pp | 372.94%-372.6pp |
| Employer contribution / active EE | $977 | $3,182-69.3% | $2,747-64.4% | $4,751-79.4% |
| Participant deferral / active EE | $6,360 | $4,682+35.9% | $3,880+63.9% | $6,710-5.2% |
| Admin fee / account holder | $3,422 | $4,244-19.4% | $3,068+11.5% | $11,403-70.0% |