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 | $127,387 | $117,983+8.0% | $101,794+25.1% | $142,382-10.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.35% | 36.92%-27.6pp | 30.53%-21.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,341 | $2,773-15.6% | $2,289+2.3% | $4,299-45.5% |
| Participant deferral / active EE | $5,015 | $4,714+6.4% | $4,084+22.8% | $6,507-22.9% |
| Admin fee / account holder | $13,701 | $10,433+31.3% | $8,777+56.1% | $12,624+8.5% |