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 | $135,829 | $117,841+15.3% | $102,423+32.6% | $145,922-6.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.15% | 31.65%-23.5pp | 29.32%-21.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $5,462 | $3,615+51.1% | $3,023+80.7% | $4,660+17.2% |
| Participant deferral / active EE | $8,175 | $5,731+42.7% | $5,053+61.8% | $6,688+22.2% |
| Admin fee / account holder | $4,126 | $13,326-69.0% | $9,451-56.3% | $13,397-69.2% |