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 | $132,634 | $105,859+25.3% | $90,160+47.1% | $147,584-10.1% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 6.32% | 37.63%-31.3pp | 34.88%-28.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $610 | $4,126-85.2% | $3,318-81.6% | $4,876-87.5% |
| Participant deferral / active EE | $4,516 | $5,733-21.2% | $5,288-14.6% | $5,439-17.0% |
| Admin fee / account holder | $2,974 | $8,046-63.0% | $5,943-50.0% | $10,885-72.7% |