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 | $131,535 | $78,672+67.2% | $109,143+20.5% | $85,850+53.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.19% | 25.09%-13.9pp | 25.75%-14.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,855 | $2,735-32.2% | $3,722-50.2% | $2,565-27.7% |
| Participant deferral / active EE | $6,236 | $3,467+79.9% | $4,653+34.0% | $3,952+57.8% |
| Admin fee / account holder | $6,632 | $5,469+21.3% | $6,752-1.8% | $6,260+5.9% |