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 | $125,350 | $105,998+18.3% | $92,233+35.9% | $147,584-15.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.82% | 50.05%-42.2pp | 176.28%-168.5pp | 578.55%-570.7pp |
| Employer contribution / active EE | $2,720 | $4,333-37.2% | $3,679-26.1% | $4,876-44.2% |
| Participant deferral / active EE | $1,655 | $4,478-63.0% | $3,897-57.5% | $5,439-69.6% |
| Admin fee / account holder | $6,824 | $6,332+7.8% | $5,194+31.4% | $10,885-37.3% |