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 | $115,311 | $105,126+9.7% | $94,646+21.8% | $139,434-17.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.23% | 38.03%-28.8pp | 156.71%-147.5pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,981 | $4,106-51.7% | $3,672-46.1% | $4,751-58.3% |
| Participant deferral / active EE | $3,963 | $7,599-47.9% | $7,418-46.6% | $6,710-40.9% |
| Admin fee / account holder | $16,553 | $8,984+84.2% | $7,231+128.9% | $11,403+45.2% |