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 | $129,514 | $185,822-30.3% | $169,993-23.8% | $139,434-7.1% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 9.47% | 60.50%-51.0pp | 53.37%-43.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,652 | $7,590-78.2% | $6,785-75.7% | $4,751-65.2% |
| Participant deferral / active EE | $6,923 | $11,622-40.4% | $10,408-33.5% | $6,710+3.2% |
| Admin fee / account holder | $47,408 | $15,381+208.2% | $12,815+269.9% | $11,403+315.8% |