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 | $117,187 | $154,228-24.0% | $145,433-19.4% | $137,256-14.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.95% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $2,599 | $4,804-45.9% | $4,554-42.9% | $4,156-37.5% |
| Participant deferral / active EE | $6,490 | $8,216-21.0% | $7,897-17.8% | $6,407+1.3% |
| Admin fee / account holder | $28,320 | $14,344+97.4% | $13,129+115.7% | $12,270+130.8% |