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 | $174,211 | $127,777+36.3% | $106,548+63.5% | $167,490+4.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 1.04% | 33.87%-32.8pp | 26.80%-25.8pp | 478.56%-477.5pp |
| Employer contribution / active EE | $2,573 | $3,427-24.9% | $2,819-8.7% | $4,837-46.8% |
| Participant deferral / active EE | $7,080 | $5,087+39.2% | $4,398+61.0% | $6,341+11.7% |
| Admin fee / account holder | $3,191 | $11,228-71.6% | $7,407-56.9% | $12,309-74.1% |