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 | $132,766 | $69,515+91.0% | $86,874+52.8% | $85,850+54.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 10.60% | 20.12%-9.5pp | 63.52%-52.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,078 | $1,880+10.5% | $2,495-16.7% | $2,565-19.0% |
| Participant deferral / active EE | $3,215 | $2,919+10.2% | $3,699-13.1% | $3,952-18.6% |
| Admin fee / account holder | $3,506 | $5,972-41.3% | $5,828-39.8% | $6,260-44.0% |