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 | $118,115 | $112,096+5.4% | $95,952+23.1% | $158,922-25.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.91% | 171.09%-167.2pp | 91.61%-87.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $2,374 | $3,198-25.8% | $2,541-6.6% | $4,761-50.1% |
| Participant deferral / active EE | $4,486 | $4,784-6.2% | $4,167+7.7% | $5,982-25.0% |
| Admin fee / account holder | $14,763 | $10,130+45.7% | $6,795+117.2% | $11,246+31.3% |