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 | $182,344 | $114,381+59.4% | $107,525+69.6% | $142,382+28.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.13% | 242.71%-233.6pp | 181.32%-172.2pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,003 | $4,015-50.1% | $3,754-46.6% | $4,299-53.4% |
| Participant deferral / active EE | $3,591 | $5,564-35.5% | $5,116-29.8% | $6,507-44.8% |
| Admin fee / account holder | $2,688 | $9,860-72.7% | $8,919-69.9% | $12,624-78.7% |