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 | $192,461 | $127,065+51.5% | $113,168+70.1% | $142,382+35.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.85% | 24.03%-18.2pp | 24.27%-18.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,890 | $3,442-45.1% | $2,975-36.5% | $4,299-56.0% |
| Participant deferral / active EE | $6,125 | $5,716+7.1% | $5,107+19.9% | $6,507-5.9% |
| Admin fee / account holder | $1,452 | $15,736-90.8% | $12,068-88.0% | $12,624-88.5% |