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 | $122,591 | $100,773+21.7% | $88,946+37.8% | $142,382-13.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 2.10% | 70.18%-68.1pp | 57.82%-55.7pp | 217.08%-215.0pp |
| Employer contribution / active EE | $1,578 | $2,918-45.9% | $2,555-38.3% | $4,299-63.3% |
| Participant deferral / active EE | $2,390 | $5,230-54.3% | $4,581-47.8% | $6,507-63.3% |
| Admin fee / account holder | $18,582 | $9,693+91.7% | $8,261+124.9% | $12,624+47.2% |