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 | $132,613 | $106,584+24.4% | $101,326+30.9% | $142,382-6.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 11.93% | 36.93%-25.0pp | 36.82%-24.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,963 | $3,956+25.5% | $3,665+35.4% | $4,299+15.4% |
| Participant deferral / active EE | $6,904 | $8,297-16.8% | $7,994-13.6% | $6,507+6.1% |
| Admin fee / account holder | $113,814 | $11,446+894.3% | $11,185+917.6% | $12,624+801.6% |