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 | $132,937 | $157,256-15.5% | $141,162-5.8% | $152,861-13.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 1.73% | 64.32%-62.6pp | 71.39%-69.7pp | 345.32%-343.6pp |
| Employer contribution / active EE | $1,581 | $5,261-70.0% | $4,735-66.6% | $4,762-66.8% |
| Participant deferral / active EE | $3,884 | $7,109-45.4% | $6,709-42.1% | $5,850-33.6% |
| Admin fee / account holder | $77,964 | $12,120+543.3% | $10,261+659.8% | $11,596+572.3% |