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 | $116,235 | $111,754+4.0% | $103,333+12.5% | $145,922-20.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.42% | 24.77%-19.3pp | 24.88%-19.5pp | 561.29%-555.9pp |
| Employer contribution / active EE | $3,604 | $4,212-14.4% | $3,868-6.8% | $4,660-22.7% |
| Participant deferral / active EE | $6,036 | $5,619+7.4% | $5,057+19.4% | $6,688-9.7% |
| Admin fee / account holder | $9,883 | $9,750+1.4% | $8,355+18.3% | $13,397-26.2% |