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 | $98,982 | $86,286+14.7% | $111,297-11.1% | $85,850+15.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 9.73% | 19.99%-10.3pp | 54.65%-44.9pp | 318.53%-308.8pp |
| Employer contribution / active EE | $5,657 | $2,043+176.8% | $2,731+107.1% | $2,565+120.5% |
| Participant deferral / active EE | $2,636 | $3,641-27.6% | $4,487-41.3% | $3,952-33.3% |
| Admin fee / account holder | $13,120 | $8,188+60.2% | $7,964+64.7% | $6,260+109.6% |