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 7-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 | $140,428 | $118,680+18.3% | $98,907+42.0% | $158,922-11.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.76% | 372.35%-367.6pp | 196.43%-191.7pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,895 | $3,333-13.1% | $2,689+7.7% | $4,761-39.2% |
| Participant deferral / active EE | $4,397 | $5,088-13.6% | $4,244+3.6% | $5,982-26.5% |
| Admin fee / account holder | $13,359 | $10,131+31.9% | $6,642+101.1% | $11,246+18.8% |