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 | $129,937 | $109,817+18.3% | $98,442+32.0% | $167,490-22.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.79% | 1956.69%-1947.9pp | 1492.73%-1483.9pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,304 | $3,224-59.5% | $2,960-55.9% | $4,837-73.0% |
| Participant deferral / active EE | $4,165 | $4,673-10.9% | $4,276-2.6% | $6,341-34.3% |
| Admin fee / account holder | $7,389 | $6,753+9.4% | $5,949+24.2% | $12,309-40.0% |