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 | $106,331 | $108,919-2.4% | $100,391+5.9% | $145,922-27.1% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 8.95% | 57.88%-48.9pp | 49.20%-40.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,114 | $4,419-74.8% | $3,942-71.7% | $4,660-76.1% |
| Participant deferral / active EE | $7,974 | $8,445-5.6% | $8,082-1.3% | $6,688+19.2% |
| Admin fee / account holder | $29,506 | $9,689+204.5% | $7,899+273.5% | $13,397+120.2% |