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 | $101,231 | $101,724-0.5% | $164,813-38.6% | $80,856+25.2% |
| Participation rate | 83.9% | 71.8%+12.1pp | 78.6%+5.3pp | 67.6%+16.3pp |
| Annual return | 9.00% | 16.72%-7.7pp | 69.93%-60.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,324 | $2,953-55.2% | $4,341-69.5% | $2,755-51.9% |
| Participant deferral / active EE | $5,735 | $4,477+28.1% | $6,031-4.9% | $4,296+33.5% |
| Admin fee / account holder | $15,991 | $8,227+94.4% | $12,690+26.0% | $6,918+131.2% |