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 | $116,469 | $111,535+4.4% | $105,223+10.7% | $137,256-15.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 3.50% | 237.85%-234.4pp | 180.65%-177.1pp | 220.34%-216.8pp |
| Employer contribution / active EE | $4,286 | $3,939+8.8% | $3,689+16.2% | $4,156+3.1% |
| Participant deferral / active EE | $7,303 | $5,500+32.8% | $5,072+44.0% | $6,407+14.0% |
| Admin fee / account holder | $7,032 | $9,721-27.7% | $8,859-20.6% | $12,270-42.7% |