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 | $130,562 | $124,319+5.0% | $111,297+17.3% | $167,490-22.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 3.87% | 37.44%-33.6pp | 54.65%-50.8pp | 478.56%-474.7pp |
| Employer contribution / active EE | $3,162 | $3,435-8.0% | $2,731+15.8% | $4,837-34.6% |
| Participant deferral / active EE | $7,046 | $5,180+36.0% | $4,487+57.0% | $6,341+11.1% |
| Admin fee / account holder | $84,057 | $10,618+691.7% | $7,964+955.5% | $12,309+582.9% |