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 | $129,167 | $73,933+74.7% | $96,683+33.6% | $75,163+71.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.87% | 26.70%-19.8pp | 35.69%-28.8pp | 160.62%-153.7pp |
| Employer contribution / active EE | $3,518 | $2,928+20.2% | $3,737-5.8% | $2,670+31.8% |
| Participant deferral / active EE | $8,597 | $3,659+135.0% | $4,878+76.2% | $4,125+108.4% |
| Admin fee / account holder | $3,257 | $5,216-37.6% | $6,730-51.6% | $5,651-42.4% |