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 | $117,233 | $209,336-44.0% | $197,124-40.5% | $137,256-14.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.47% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,864 | $6,591-56.5% | $6,227-54.0% | $4,156-31.1% |
| Participant deferral / active EE | $7,333 | $9,614-23.7% | $9,135-19.7% | $6,407+14.5% |
| Admin fee / account holder | $9,372 | $17,308-45.9% | $16,298-42.5% | $12,270-23.6% |