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 | $142,513 | $124,319+14.6% | $111,297+28.0% | $167,490-14.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.12% | 37.44%-36.3pp | 54.65%-53.5pp | 478.56%-477.4pp |
| Employer contribution / active EE | $3,441 | $3,435+0.2% | $2,731+26.0% | $4,837-28.9% |
| Participant deferral / active EE | $9,184 | $5,180+77.3% | $4,487+104.7% | $6,341+44.8% |
| Admin fee / account holder | $3,202 | $10,618-69.8% | $7,964-59.8% | $12,309-74.0% |