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 | $125,747 | $91,538+37.4% | $129,995-3.3% | $75,163+67.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.06% | -631.11%+642.2pp | -137.18%+148.2pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,025 | $2,845-28.8% | $4,320-53.1% | $2,670-24.1% |
| Participant deferral / active EE | $4,579 | $4,341+5.5% | $5,820-21.3% | $4,125+11.0% |
| Admin fee / account holder | $5,832 | $6,790-14.1% | $10,614-45.1% | $5,651+3.2% |