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 | $131,601 | $127,065+3.6% | $113,168+16.3% | $142,382-7.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.81% | 24.03%-23.2pp | 24.27%-23.5pp | 217.08%-216.3pp |
| Employer contribution / active EE | $11,226 | $3,442+226.1% | $2,975+277.3% | $4,299+161.1% |
| Participant deferral / active EE | $9,843 | $5,716+72.2% | $5,107+92.7% | $6,507+51.3% |
| Admin fee / account holder | $12,692 | $15,736-19.3% | $12,068+5.2% | $12,624+0.5% |