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 | $127,951 | $126,574+1.1% | $106,213+20.5% | $145,922-12.3% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 8.08% | 224.79%-216.7pp | 116.14%-108.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,790 | $3,730+1.6% | $3,171+19.5% | $4,660-18.7% |
| Participant deferral / active EE | $6,135 | $5,724+7.2% | $5,016+22.3% | $6,688-8.3% |
| Admin fee / account holder | $1,235 | $17,304-92.9% | $11,033-88.8% | $13,397-90.8% |