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 | $126,928 | $106,515+19.2% | $96,683+31.3% | $139,434-9.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.82% | 38.43%-30.6pp | 35.69%-27.9pp | 372.94%-365.1pp |
| Employer contribution / active EE | $2,682 | $4,103-34.6% | $3,737-28.2% | $4,751-43.6% |
| Participant deferral / active EE | $7,603 | $5,454+39.4% | $4,878+55.9% | $6,710+13.3% |
| Admin fee / account holder | $12,102 | $7,877+53.6% | $6,730+79.8% | $11,403+6.1% |