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 | $128,802 | $108,919+18.3% | $100,391+28.3% | $145,922-11.7% |
| Participation rate | 73.9% | 82.9%-9.0pp | 81.5%-7.6pp | 80.3%-6.4pp |
| Annual return | 8.21% | 57.88%-49.7pp | 49.20%-41.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,758 | $4,419-37.6% | $3,942-30.0% | $4,660-40.8% |
| Participant deferral / active EE | $4,768 | $8,445-43.5% | $8,082-41.0% | $6,688-28.7% |
| Admin fee / account holder | $4,204 | $9,689-56.6% | $7,899-46.8% | $13,397-68.6% |