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 | $125,700 | $154,228-18.5% | $145,433-13.6% | $137,256-8.4% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 10.18% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,818 | $4,804-62.2% | $4,554-60.1% | $4,156-56.2% |
| Participant deferral / active EE | $3,967 | $8,216-51.7% | $7,897-49.8% | $6,407-38.1% |
| Admin fee / account holder | $114,071 | $14,344+695.3% | $13,129+768.8% | $12,270+829.7% |