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 | $116,282 | $157,256-26.1% | $141,162-17.6% | $152,861-23.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.72% | 64.32%-58.6pp | 71.39%-65.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,028 | $5,261-80.5% | $4,735-78.3% | $4,762-78.4% |
| Participant deferral / active EE | $6,714 | $7,109-5.6% | $6,709+0.1% | $5,850+14.8% |
| Admin fee / account holder | $16,039 | $12,120+32.3% | $10,261+56.3% | $11,596+38.3% |