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 | $133,258 | $127,065+4.9% | $113,168+17.8% | $142,382-6.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.00% | 24.03%-21.0pp | 24.27%-21.3pp | 217.08%-214.1pp |
| Employer contribution / active EE | $1,491 | $3,442-56.7% | $2,975-49.9% | $4,299-65.3% |
| Participant deferral / active EE | $3,964 | $5,716-30.7% | $5,107-22.4% | $6,507-39.1% |
| Admin fee / account holder | $26,879 | $15,736+70.8% | $12,068+122.7% | $12,624+112.9% |