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 | $121,737 | $95,266+27.8% | $82,389+47.8% | $142,382-14.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 7.86% | 25.74%-17.9pp | 28.67%-20.8pp | 217.08%-209.2pp |
| Employer contribution / active EE | $6,005 | $2,991+100.8% | $2,517+138.6% | $4,299+39.7% |
| Participant deferral / active EE | $12,365 | $4,809+157.1% | $4,155+197.6% | $6,507+90.0% |
| Admin fee / account holder | $80,698 | $8,563+842.4% | $7,231+1016.1% | $12,624+539.3% |