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 | $133,995 | $118,450+13.1% | $98,439+36.1% | $139,434-3.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.26% | 18.94%-10.7pp | 21.16%-12.9pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,795 | $3,609-50.3% | $3,048-41.1% | $4,751-62.2% |
| Participant deferral / active EE | $12,355 | $5,392+129.1% | $4,738+160.8% | $6,710+84.1% |
| Admin fee / account holder | $637 | $14,026-95.5% | $8,948-92.9% | $11,403-94.4% |