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 | $117,943 | $93,571+26.0% | $135,903-13.2% | $75,163+56.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.27% | 30.90%-30.6pp | 68.23%-68.0pp | 160.62%-160.3pp |
| Employer contribution / active EE | $5,048 | $3,537+42.7% | $4,856+3.9% | $2,670+89.1% |
| Participant deferral / active EE | $7,673 | $6,404+19.8% | $7,758-1.1% | $4,125+86.0% |
| Admin fee / account holder | $4,211 | $6,975-39.6% | $10,762-60.9% | $5,651-25.5% |