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 | $100,588 | $102,966-2.3% | $90,281+11.4% | $152,861-34.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 4.67% | 95.16%-90.5pp | 78.10%-73.4pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,998 | $3,139-36.3% | $2,854-30.0% | $4,762-58.0% |
| Participant deferral / active EE | $5,263 | $4,281+22.9% | $3,885+35.4% | $5,850-10.0% |
| Admin fee / account holder | $3,177 | $6,171-48.5% | $5,351-40.6% | $11,596-72.6% |