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 | $124,164 | $137,414-9.6% | $189,513-34.5% | $85,850+44.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.38% | 38.14%-26.8pp | 555.15%-543.8pp | 318.53%-307.1pp |
| Employer contribution / active EE | $4,226 | $4,344-2.7% | $6,162-31.4% | $2,565+64.8% |
| Participant deferral / active EE | $4,178 | $6,260-33.3% | $8,221-49.2% | $3,952+5.7% |
| Admin fee / account holder | $4,149 | $8,630-51.9% | $12,045-65.6% | $6,260-33.7% |