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 | $119,887 | $106,515+12.6% | $96,683+24.0% | $139,434-14.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 3.20% | 38.43%-35.2pp | 35.69%-32.5pp | 372.94%-369.7pp |
| Employer contribution / active EE | $20,457 | $4,103+398.6% | $3,737+447.5% | $4,751+330.6% |
| Participant deferral / active EE | $9,047 | $5,454+65.9% | $4,878+85.5% | $6,710+34.8% |
| Admin fee / account holder | $275,348 | $7,877+3395.7% | $6,730+3991.7% | $11,403+2314.8% |