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 | $117,970 | $91,037+29.6% | $71,671+64.6% | $147,584-20.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 9.03% | 20.48%-11.4pp | 20.65%-11.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,700 | $3,327+11.2% | $2,460+50.4% | $4,876-24.1% |
| Participant deferral / active EE | $2,851 | $4,498-36.6% | $3,438-17.1% | $5,439-47.6% |
| Admin fee / account holder | $418 | $8,613-95.2% | $5,558-92.5% | $10,885-96.2% |