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 | $122,466 | $118,919+3.0% | $88,538+38.3% | $152,861-19.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 4.24% | 47.92%-43.7pp | 43.64%-39.4pp | 345.32%-341.1pp |
| Employer contribution / active EE | $3,352 | $2,669+25.6% | $2,098+59.7% | $4,762-29.6% |
| Participant deferral / active EE | $1,273 | $3,549-64.1% | $2,914-56.3% | $5,850-78.2% |
| Admin fee / account holder | $1,611 | $5,876-72.6% | $4,310-62.6% | $11,596-86.1% |