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 | $126,919 | $91,538+38.7% | $129,995-2.4% | $75,163+68.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 7.81% | -631.11%+638.9pp | -137.18%+145.0pp | 160.62%-152.8pp |
| Employer contribution / active EE | $4,005 | $2,845+40.8% | $4,320-7.3% | $2,670+50.0% |
| Participant deferral / active EE | $6,030 | $4,341+38.9% | $5,820+3.6% | $4,125+46.2% |
| Admin fee / account holder | $6,830 | $6,790+0.6% | $10,614-35.7% | $5,651+20.9% |