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 | $105,124 | $105,181-0.1% | $159,436-34.1% | $85,850+22.5% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.8%-10.1pp | 69.3%+3.4pp |
| Annual return | 11.75% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,905 | $3,318-12.5% | $4,829-39.8% | $2,565+13.3% |
| Participant deferral / active EE | $7,268 | $5,945+22.3% | $7,352-1.1% | $3,952+83.9% |
| Admin fee / account holder | $13,137 | $6,933+89.5% | $10,799+21.7% | $6,260+109.9% |