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 | $110,003 | $109,359+0.6% | $162,163-32.2% | $72,985+50.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.58% | 25.46%-8.9pp | 115.59%-99.0pp | 81.00%-64.4pp |
| Employer contribution / active EE | $6,846 | $3,907+75.2% | $5,614+21.9% | $2,440+180.6% |
| Participant deferral / active EE | $3,063 | $5,481-44.1% | $7,298-58.0% | $3,607-15.1% |
| Admin fee / account holder | $8,928 | $7,972+12.0% | $10,843-17.7% | $5,124+74.2% |