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 | $124,096 | $117,841+5.3% | $102,423+21.2% | $145,922-15.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.70% | 31.65%-25.0pp | 29.32%-22.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,541 | $3,615-57.4% | $3,023-49.0% | $4,660-66.9% |
| Participant deferral / active EE | $4,980 | $5,731-13.1% | $5,053-1.4% | $6,688-25.5% |
| Admin fee / account holder | $20,150 | $13,326+51.2% | $9,451+113.2% | $13,397+50.4% |