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 | $135,145 | $127,777+5.8% | $106,548+26.8% | $167,490-19.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 7.04% | 33.87%-26.8pp | 26.80%-19.8pp | 478.56%-471.5pp |
| Employer contribution / active EE | $563 | $3,427-83.6% | $2,819-80.0% | $4,837-88.4% |
| Participant deferral / active EE | $1,811 | $5,087-64.4% | $4,398-58.8% | $6,341-71.4% |
| Admin fee / account holder | $100,632 | $11,228+796.3% | $7,407+1258.6% | $12,309+717.6% |