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 | $114,282 | $99,877+14.4% | $84,966+34.5% | $145,922-21.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.90% | 83.76%-75.9pp | 66.38%-58.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,472 | $3,231+7.5% | $2,727+27.3% | $4,660-25.5% |
| Participant deferral / active EE | $11,033 | $5,291+108.5% | $4,519+144.1% | $6,688+65.0% |
| Admin fee / account holder | $1,041 | $7,248-85.6% | $6,149-83.1% | $13,397-92.2% |