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 | $116,469 | $102,317+13.8% | $146,958-20.7% | $80,856+44.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.81% | 134.76%-125.0pp | 418.34%-408.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,302 | $3,713-11.1% | $4,933-33.1% | $2,755+19.9% |
| Participant deferral / active EE | $7,418 | $6,644+11.7% | $8,070-8.1% | $4,296+72.7% |
| Admin fee / account holder | $6,603 | $7,941-16.8% | $12,998-49.2% | $6,918-4.5% |