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 | $131,172 | $97,125+35.1% | $86,233+52.1% | $137,256-4.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 4.28% | 74.19%-69.9pp | 61.39%-57.1pp | 220.34%-216.1pp |
| Employer contribution / active EE | $2,699 | $2,841-5.0% | $2,504+7.8% | $4,156-35.1% |
| Participant deferral / active EE | $3,869 | $5,180-25.3% | $4,559-15.1% | $6,407-39.6% |
| Admin fee / account holder | $5,312 | $9,725-45.4% | $8,342-36.3% | $12,270-56.7% |