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 | $126,240 | $81,208+55.5% | $98,907+27.6% | $79,858+58.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 8.46% | 60.99%-52.5pp | 196.43%-188.0pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,464 | $1,960-25.3% | $2,689-45.6% | $2,471-40.8% |
| Participant deferral / active EE | $3,781 | $3,265+15.8% | $4,244-10.9% | $3,740+1.1% |
| Admin fee / account holder | $18,039 | $6,013+200.0% | $6,642+171.6% | $5,306+239.9% |