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 | $137,169 | $115,882+18.4% | $100,516+36.5% | $158,922-13.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.64% | 34.79%-31.2pp | 30.89%-27.3pp | 302.83%-299.2pp |
| Employer contribution / active EE | $4,091 | $4,103-0.3% | $3,418+19.7% | $4,761-14.1% |
| Participant deferral / active EE | $10,661 | $6,674+59.7% | $6,270+70.0% | $5,982+78.2% |
| Admin fee / account holder | $35,134 | $10,995+219.5% | $8,081+334.8% | $11,246+212.4% |