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 | $133,940 | $122,239+9.6% | $184,203-27.3% | $74,495+79.8% |
| Participation rate | 94.0% | 85.5%+8.5pp | 86.8%+7.2pp | 67.2%+26.8pp |
| Annual return | 11.87% | 19.95%-8.1pp | 28.81%-16.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,984 | $4,537+9.8% | $6,427-22.4% | $2,623+90.0% |
| Participant deferral / active EE | $5,685 | $7,139-20.4% | $9,131-37.7% | $4,346+30.8% |
| Admin fee / account holder | $10,823 | $1,260+759.2% | $13,901-22.1% | $1,942+457.4% |