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 | $130,524 | $183,592-28.9% | $155,567-16.1% | $145,959-10.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.41% | 61.24%-53.8pp | 64.74%-57.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $2,738 | $5,315-48.5% | $4,674-41.4% | $4,661-41.3% |
| Participant deferral / active EE | $6,899 | $6,464+6.7% | $5,628+22.6% | $6,689+3.1% |
| Admin fee / account holder | $14,817 | $19,318-23.3% | $15,916-6.9% | $13,398+10.6% |