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 | $114,163 | $118,450-3.6% | $98,439+16.0% | $139,434-18.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -0.25% | 18.94%-19.2pp | 21.16%-21.4pp | 372.94%-373.2pp |
| Employer contribution / active EE | $6,331 | $3,609+75.4% | $3,048+107.7% | $4,751+33.3% |
| Participant deferral / active EE | $13,607 | $5,392+152.4% | $4,738+187.2% | $6,710+102.8% |
| Admin fee / account holder | $1,318 | $14,026-90.6% | $8,948-85.3% | $11,403-88.4% |