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 | $129,521 | $102,317+26.6% | $146,958-11.9% | $80,856+60.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 2.65% | 134.76%-132.1pp | 418.34%-415.7pp | 35.59%-32.9pp |
| Employer contribution / active EE | $4,513 | $3,713+21.5% | $4,933-8.5% | $2,755+63.8% |
| Participant deferral / active EE | $2,869 | $6,644-56.8% | $8,070-64.4% | $4,296-33.2% |
| Admin fee / account holder | $20,313 | $7,941+155.8% | $12,998+56.3% | $6,918+193.6% |