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 | $128,347 | $115,882+10.8% | $100,516+27.7% | $158,922-19.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.52% | 34.79%-28.3pp | 30.89%-24.4pp | 302.83%-296.3pp |
| Employer contribution / active EE | $478 | $4,103-88.3% | $3,418-86.0% | $4,761-90.0% |
| Participant deferral / active EE | $3,848 | $6,674-42.3% | $6,270-38.6% | $5,982-35.7% |
| Admin fee / account holder | $2,681 | $10,995-75.6% | $8,081-66.8% | $11,246-76.2% |