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 | $127,614 | $94,338+35.3% | $100,534+26.9% | $142,382-10.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 5.15% | 29.20%-24.1pp | 32.66%-27.5pp | 217.08%-211.9pp |
| Employer contribution / active EE | $3,039 | $4,237-28.3% | $4,346-30.1% | $4,299-29.3% |
| Participant deferral / active EE | $9,551 | $5,934+60.9% | $6,144+55.5% | $6,507+46.8% |
| Admin fee / account holder | $2,539 | $8,421-69.8% | $7,654-66.8% | $12,624-79.9% |