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 | $137,680 | $77,419+77.8% | $69,455+98.2% | $152,861-9.9% |
| Participation rate | 95.8% | 78.1%+17.7pp | 74.6%+21.2pp | 82.4%+13.4pp |
| Annual return | 0.91% | 39.06%-38.2pp | 28.97%-28.1pp | 345.32%-344.4pp |
| Employer contribution / active EE | $3,409 | $3,315+2.8% | $2,779+22.7% | $4,762-28.4% |
| Participant deferral / active EE | $5,078 | $4,414+15.1% | $3,535+43.6% | $5,850-13.2% |
| Admin fee / account holder | $11,673 | $6,207+88.1% | $3,839+204.0% | $11,596+0.7% |