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 | $111,099 | $105,998+4.8% | $92,233+20.5% | $147,584-24.7% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 7.53% | 50.05%-42.5pp | 176.28%-168.8pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,248 | $4,333-71.2% | $3,679-66.1% | $4,876-74.4% |
| Participant deferral / active EE | $2,754 | $4,478-38.5% | $3,897-29.3% | $5,439-49.4% |
| Admin fee / account holder | $4,428 | $6,332-30.1% | $5,194-14.7% | $10,885-59.3% |