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 | $121,910 | $102,317+19.1% | $146,958-17.0% | $80,856+50.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.94% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,911 | $3,713-21.6% | $4,933-41.0% | $2,755+5.7% |
| Participant deferral / active EE | $7,951 | $6,644+19.7% | $8,070-1.5% | $4,296+85.1% |
| Admin fee / account holder | $8,213 | $7,941+3.4% | $12,998-36.8% | $6,918+18.7% |