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 | $129,262 | $117,841+9.7% | $102,423+26.2% | $145,922-11.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.72% | 31.65%-23.9pp | 29.32%-21.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $10,648 | $3,615+194.6% | $3,023+252.2% | $4,660+128.5% |
| Participant deferral / active EE | $7,814 | $5,731+36.3% | $5,053+54.6% | $6,688+16.8% |
| Admin fee / account holder | $7,915 | $13,326-40.6% | $9,451-16.3% | $13,397-40.9% |