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 | $104,488 | $72,071+45.0% | $68,368+52.8% | $137,256-23.9% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 12.45% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,812 | $2,788+0.9% | $2,649+6.2% | $4,156-32.3% |
| Participant deferral / active EE | $5,156 | $4,410+16.9% | $4,123+25.1% | $6,407-19.5% |
| Admin fee / account holder | $131,148 | $5,336+2358.0% | $5,150+2446.7% | $12,270+968.8% |