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 | $138,380 | $106,515+29.9% | $96,683+43.1% | $139,434-0.8% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 2.70% | 38.43%-35.7pp | 35.69%-33.0pp | 372.94%-370.2pp |
| Employer contribution / active EE | $19,706 | $4,103+380.3% | $3,737+427.4% | $4,751+314.8% |
| Participant deferral / active EE | $13,381 | $5,454+145.3% | $4,878+174.3% | $6,710+99.4% |
| Admin fee / account holder | $40,976 | $7,877+420.2% | $6,730+508.9% | $11,403+259.4% |