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 | $130,988 | $126,574+3.5% | $106,213+23.3% | $145,922-10.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.81% | 224.79%-217.0pp | 116.14%-108.3pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,904 | $3,730-22.2% | $3,171-8.4% | $4,660-37.7% |
| Participant deferral / active EE | $8,303 | $5,724+45.1% | $5,016+65.5% | $6,688+24.1% |
| Admin fee / account holder | $4,962 | $17,304-71.3% | $11,033-55.0% | $13,397-63.0% |