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 | $162,599 | $104,974+54.9% | $95,585+70.1% | $142,382+14.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 5.86% | 210.33%-204.5pp | 38.56%-32.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $3,931 | $2,779+41.5% | $2,527+55.6% | $4,299-8.6% |
| Participant deferral / active EE | $4,818 | $4,352+10.7% | $4,023+19.8% | $6,507-26.0% |
| Admin fee / account holder | $3,124 | $6,386-51.1% | $6,127-49.0% | $12,624-75.3% |