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 | $125,736 | $155,788-19.3% | $124,672+0.9% | $167,490-24.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 9.16% | 17.97%-8.8pp | 5142.93%-5133.8pp | 478.56%-469.4pp |
| Employer contribution / active EE | $3,795 | $4,163-8.8% | $3,324+14.2% | $4,837-21.6% |
| Participant deferral / active EE | $8,011 | $5,673+41.2% | $4,614+73.6% | $6,341+26.3% |
| Admin fee / account holder | $3,492 | $9,531-63.4% | $7,493-53.4% | $12,309-71.6% |