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 | $100,899 | $91,190+10.6% | $178,490-43.5% | $79,858+26.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.60% | 24.19%-15.6pp | 151.07%-142.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,228 | $3,256-31.6% | $5,011-55.5% | $2,471-9.8% |
| Participant deferral / active EE | $3,827 | $3,236+18.3% | $5,202-26.4% | $3,740+2.3% |
| Admin fee / account holder | $10,059 | $6,751+49.0% | $13,984-28.1% | $5,306+89.6% |