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 | $128,611 | $132,634-3.0% | $115,768+11.1% | $137,256-6.3% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 7.76% | 160.70%-152.9pp | 100.46%-92.7pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,083 | $3,360-38.0% | $2,940-29.1% | $4,156-49.9% |
| Participant deferral / active EE | $2,644 | $5,619-52.9% | $4,917-46.2% | $6,407-58.7% |
| Admin fee / account holder | $1,608 | $15,028-89.3% | $12,439-87.1% | $12,270-86.9% |