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 | $103,651 | $86,286+20.1% | $111,297-6.9% | $85,850+20.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.63% | 19.99%-9.4pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $3,945 | $2,043+93.1% | $2,731+44.5% | $2,565+53.8% |
| Participant deferral / active EE | $6,139 | $3,641+68.6% | $4,487+36.8% | $3,952+55.4% |
| Admin fee / account holder | $2,938 | $8,188-64.1% | $7,964-63.1% | $6,260-53.1% |