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 | $124,082 | $123,793+0.2% | $177,821-30.2% | $79,858+55.4% |
| Participation rate | 93.5% | 84.7%+8.9pp | 87.7%+5.8pp | 69.6%+23.9pp |
| Annual return | 10.61% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,018 | $4,095-50.7% | $5,918-65.9% | $2,471-18.3% |
| Participant deferral / active EE | $4,436 | $5,956-25.5% | $7,714-42.5% | $3,740+18.6% |
| Admin fee / account holder | $42,540 | $7,243+487.4% | $12,427+242.3% | $5,306+701.7% |