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 | $132,892 | $127,065+4.6% | $113,168+17.4% | $142,382-6.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 9.97% | 24.03%-14.1pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $14,677 | $3,442+326.4% | $2,975+393.3% | $4,299+241.4% |
| Participant deferral / active EE | $6,866 | $5,716+20.1% | $5,107+34.5% | $6,507+5.5% |
| Admin fee / account holder | $40,679 | $15,736+158.5% | $12,068+237.1% | $12,624+222.2% |