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 | $149,491 | $127,777+17.0% | $106,548+40.3% | $167,490-10.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.80% | 33.87%-26.1pp | 26.80%-19.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,540 | $3,427-25.9% | $2,819-9.9% | $4,837-47.5% |
| Participant deferral / active EE | $6,551 | $5,087+28.8% | $4,398+49.0% | $6,341+3.3% |
| Admin fee / account holder | $697 | $11,228-93.8% | $7,407-90.6% | $12,309-94.3% |