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 | $124,921 | $117,841+6.0% | $102,423+22.0% | $145,922-14.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.87% | 31.65%-24.8pp | 29.32%-22.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,149 | $3,615-68.2% | $3,023-62.0% | $4,660-75.3% |
| Participant deferral / active EE | $2,890 | $5,731-49.6% | $5,053-42.8% | $6,688-56.8% |
| Admin fee / account holder | $2,482 | $13,326-81.4% | $9,451-73.7% | $13,397-81.5% |