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 | $130,073 | $106,890+21.7% | $84,015+54.8% | $152,861-14.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 3.34% | 104.99%-101.6pp | 71.31%-68.0pp | 345.32%-342.0pp |
| Employer contribution / active EE | $2,468 | $2,734-9.7% | $1,983+24.4% | $4,762-48.2% |
| Participant deferral / active EE | $8,301 | $4,011+106.9% | $3,239+156.3% | $5,850+41.9% |
| Admin fee / account holder | $7,063 | $8,285-14.7% | $6,101+15.8% | $11,596-39.1% |