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 | $100,773+30.2% | $88,946+47.5% | $142,382-7.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 4.28% | 70.18%-65.9pp | 57.82%-53.5pp | 217.08%-212.8pp |
| Employer contribution / active EE | $2,699 | $2,918-7.5% | $2,555+5.6% | $4,299-37.2% |
| Participant deferral / active EE | $3,869 | $5,230-26.0% | $4,581-15.6% | $6,507-40.5% |
| Admin fee / account holder | $5,312 | $9,693-45.2% | $8,261-35.7% | $12,624-57.9% |