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 | $116,448 | $112,096+3.9% | $95,952+21.4% | $158,922-26.7% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 1.40% | 171.09%-169.7pp | 91.61%-90.2pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,559 | $3,198-20.0% | $2,541+0.7% | $4,761-46.2% |
| Participant deferral / active EE | $6,872 | $4,784+43.7% | $4,167+64.9% | $5,982+14.9% |
| Admin fee / account holder | $4,406 | $10,130-56.5% | $6,795-35.2% | $11,246-60.8% |