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 | $133,660 | $105,126+27.1% | $94,646+41.2% | $139,434-4.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 7.85% | 38.03%-30.2pp | 156.71%-148.9pp | 372.94%-365.1pp |
| Employer contribution / active EE | $4,530 | $4,106+10.3% | $3,672+23.4% | $4,751-4.6% |
| Participant deferral / active EE | $7,500 | $7,599-1.3% | $7,418+1.1% | $6,710+11.8% |
| Admin fee / account holder | $1,101 | $8,984-87.7% | $7,231-84.8% | $11,403-90.3% |