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 | $106,741 | $100,901+5.8% | $75,670+41.1% | $147,584-27.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 5.80% | 35.78%-30.0pp | 27.34%-21.5pp | 578.55%-572.7pp |
| Employer contribution / active EE | $2,778 | $3,253-14.6% | $2,352+18.1% | $4,876-43.0% |
| Participant deferral / active EE | $5,581 | $4,027+38.6% | $3,142+77.6% | $5,439+2.6% |
| Admin fee / account holder | $16,357 | $11,285+44.9% | $5,800+182.0% | $10,885+50.3% |