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 | $114,546 | $118,680-3.5% | $98,907+15.8% | $158,922-27.9% |
| Participation rate | 95.0% | 77.8%+17.2pp | 76.0%+19.0pp | 82.0%+13.0pp |
| Annual return | 4.94% | 372.35%-367.4pp | 196.43%-191.5pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,478 | $3,333-55.7% | $2,689-45.0% | $4,761-69.0% |
| Participant deferral / active EE | $3,078 | $5,088-39.5% | $4,244-27.5% | $5,982-48.5% |
| Admin fee / account holder | $7,102 | $10,131-29.9% | $6,642+6.9% | $11,246-36.8% |