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 | $123,002 | $95,416+28.9% | $185,823-33.8% | $85,850+43.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.43% | 23.59%-13.2pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,218 | $3,314-33.1% | $5,167-57.1% | $2,565-13.5% |
| Participant deferral / active EE | $4,088 | $3,423+19.4% | $5,568-26.6% | $3,952+3.5% |
| Admin fee / account holder | $1,714 | $7,213-76.2% | $16,237-89.4% | $6,260-72.6% |