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 | $133,400 | $197,591-32.5% | $177,821-25.0% | $158,922-16.1% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.7%-15.0pp | 82.0%-9.2pp |
| Annual return | 6.70% | 58.76%-52.1pp | 48.32%-41.6pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,864 | $6,697-57.2% | $5,918-51.6% | $4,761-39.8% |
| Participant deferral / active EE | $7,312 | $8,405-13.0% | $7,714-5.2% | $5,982+22.2% |
| Admin fee / account holder | $5,875 | $15,399-61.8% | $12,427-52.7% | $11,246-47.8% |