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 | $129,811 | $99,985+29.8% | $146,665-11.5% | $85,850+51.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 7.02% | 18.93%-11.9pp | 22.74%-15.7pp | 318.53%-311.5pp |
| Employer contribution / active EE | $3,571 | $2,559+39.6% | $4,136-13.7% | $2,565+39.2% |
| Participant deferral / active EE | $4,014 | $4,006+0.2% | $5,506-27.1% | $3,952+1.6% |
| Admin fee / account holder | $14,253 | $7,702+85.0% | $10,280+38.7% | $6,260+127.7% |