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 | $159,541 | $118,849+34.2% | $96,562+65.2% | $167,490-4.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 1.18% | 50.49%-49.3pp | 37.78%-36.6pp | 478.56%-477.4pp |
| Employer contribution / active EE | $3,084 | $3,120-1.1% | $2,356+30.9% | $4,837-36.2% |
| Participant deferral / active EE | $15,443 | $4,616+234.6% | $3,849+301.2% | $6,341+143.5% |
| Admin fee / account holder | $1,866 | $8,065-76.9% | $6,181-69.8% | $12,309-84.8% |