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 | $112,503 | $107,934+4.2% | $91,989+22.3% | $152,861-26.4% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 5.96% | 89.24%-83.3pp | 69.02%-63.1pp | 345.32%-339.4pp |
| Employer contribution / active EE | $892 | $4,210-78.8% | $3,452-74.2% | $4,762-81.3% |
| Participant deferral / active EE | $3,391 | $6,364-46.7% | $5,923-42.7% | $5,850-42.0% |
| Admin fee / account holder | $519 | $10,520-95.1% | $7,743-93.3% | $11,596-95.5% |