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 | $121,687 | $117,841+3.3% | $102,423+18.8% | $145,922-16.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.91% | 31.65%-23.7pp | 29.32%-21.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,597 | $3,615-0.5% | $3,023+19.0% | $4,660-22.8% |
| Participant deferral / active EE | $9,308 | $5,731+62.4% | $5,053+84.2% | $6,688+39.2% |
| Admin fee / account holder | $6,190 | $13,326-53.6% | $9,451-34.5% | $13,397-53.8% |