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 | $141,818 | $111,754+26.9% | $103,333+37.2% | $145,922-2.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.60% | 24.77%-20.2pp | 24.88%-20.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $4,762 | $4,212+13.0% | $3,868+23.1% | $4,660+2.2% |
| Participant deferral / active EE | $7,136 | $5,619+27.0% | $5,057+41.1% | $6,688+6.7% |
| Admin fee / account holder | $2,130 | $9,750-78.2% | $8,355-74.5% | $13,397-84.1% |