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 | $137,528 | $185,822-26.0% | $169,993-19.1% | $139,434-1.4% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 2.70% | 60.50%-57.8pp | 53.37%-50.7pp | 372.94%-370.2pp |
| Employer contribution / active EE | $2,436 | $7,590-67.9% | $6,785-64.1% | $4,751-48.7% |
| Participant deferral / active EE | $4,170 | $11,622-64.1% | $10,408-59.9% | $6,710-37.9% |
| Admin fee / account holder | $94,342 | $15,381+513.4% | $12,815+636.2% | $11,403+727.4% |