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 | $135,951 | $96,965+40.2% | $97,995+38.7% | $147,584-7.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 4.01% | 24.11%-20.1pp | 23.94%-19.9pp | 578.55%-574.5pp |
| Employer contribution / active EE | $5,062 | $4,536+11.6% | $4,158+21.7% | $4,876+3.8% |
| Participant deferral / active EE | $2,531 | $5,081-50.2% | $5,097-50.3% | $5,439-53.5% |
| Admin fee / account holder | $4,899 | $8,120-39.7% | $5,943-17.6% | $10,885-55.0% |