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 | $155,732 | $111,535+39.6% | $105,223+48.0% | $137,256+13.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.11% | 237.85%-233.7pp | 180.65%-176.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $2,316 | $3,939-41.2% | $3,689-37.2% | $4,156-44.3% |
| Participant deferral / active EE | $7,854 | $5,500+42.8% | $5,072+54.9% | $6,407+22.6% |
| Admin fee / account holder | $8,025 | $9,721-17.5% | $8,859-9.4% | $12,270-34.6% |