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 | $136,313 | $105,859+28.8% | $90,160+51.2% | $147,584-7.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.67% | 37.63%-36.0pp | 34.88%-33.2pp | 578.55%-576.9pp |
| Employer contribution / active EE | $7,230 | $4,126+75.2% | $3,318+117.9% | $4,876+48.3% |
| Participant deferral / active EE | $11,144 | $5,733+94.4% | $5,288+110.8% | $5,439+104.9% |
| Admin fee / account holder | $4,542 | $8,046-43.6% | $5,943-23.6% | $10,885-58.3% |