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 | $169,731 | $105,859+60.3% | $90,160+88.3% | $147,584+15.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.56% | 37.63%-28.1pp | 34.88%-25.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,336 | $4,126-67.6% | $3,318-59.7% | $4,876-72.6% |
| Participant deferral / active EE | $6,519 | $5,733+13.7% | $5,288+23.3% | $5,439+19.9% |
| Admin fee / account holder | $425 | $8,046-94.7% | $5,943-92.8% | $10,885-96.1% |