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 | $104,838 | $104,974-0.1% | $95,585+9.7% | $142,382-26.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 9.87% | 210.33%-200.5pp | 38.56%-28.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,034 | $2,779-62.8% | $2,527-59.1% | $4,299-75.9% |
| Participant deferral / active EE | $718 | $4,352-83.5% | $4,023-82.2% | $6,507-89.0% |
| Admin fee / account holder | $3,081 | $6,386-51.8% | $6,127-49.7% | $12,624-75.6% |