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 | $134,523 | $123,793+8.7% | $177,821-24.3% | $79,858+68.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.10% | 22.82%-12.7pp | 48.32%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,326 | $4,095-43.2% | $5,918-60.7% | $2,471-5.9% |
| Participant deferral / active EE | $5,887 | $5,956-1.2% | $7,714-23.7% | $3,740+57.4% |
| Admin fee / account holder | $5,116 | $7,243-29.4% | $12,427-58.8% | $5,306-3.6% |