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 | $107,805 | $97,125+11.0% | $86,233+25.0% | $137,256-21.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 4.94% | 74.19%-69.2pp | 61.39%-56.4pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,332 | $2,841-17.9% | $2,504-6.9% | $4,156-43.9% |
| Participant deferral / active EE | $7,377 | $5,180+42.4% | $4,559+61.8% | $6,407+15.1% |
| Admin fee / account holder | $126,355 | $9,725+1199.3% | $8,342+1414.7% | $12,270+929.8% |