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 | $196,528 | $154,117+27.5% | $129,995+51.2% | $139,434+40.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.14% | 32.48%-23.3pp | -137.18%+146.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $5,240 | $5,289-0.9% | $4,320+21.3% | $4,751+10.3% |
| Participant deferral / active EE | $4,781 | $6,710-28.8% | $5,820-17.9% | $6,710-28.8% |
| Admin fee / account holder | $2,531 | $14,007-81.9% | $10,614-76.2% | $11,403-77.8% |