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 | $130,083 | $96,965+34.2% | $97,995+32.7% | $147,584-11.9% |
| Participation rate | 72.7% | 83.6%-10.9pp | 82.4%-9.7pp | 82.8%-10.1pp |
| Annual return | 4.47% | 24.11%-19.6pp | 23.94%-19.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $4,677 | $4,536+3.1% | $4,158+12.5% | $4,876-4.1% |
| Participant deferral / active EE | $9,480 | $5,081+86.6% | $5,097+86.0% | $5,439+74.3% |
| Admin fee / account holder | $2,726 | $8,120-66.4% | $5,943-54.1% | $10,885-75.0% |