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 | $139,611 | $209,336-33.3% | $197,124-29.2% | $137,256+1.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.32% | 48.09%-37.8pp | 44.34%-34.0pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,143 | $6,591-67.5% | $6,227-65.6% | $4,156-48.4% |
| Participant deferral / active EE | $12,101 | $9,614+25.9% | $9,135+32.5% | $6,407+88.9% |
| Admin fee / account holder | $29,123 | $17,308+68.3% | $16,298+78.7% | $12,270+137.4% |