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 | $147,075 | $157,256-6.5% | $141,162+4.2% | $152,861-3.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.94% | 64.32%-59.4pp | 71.39%-66.5pp | 345.32%-340.4pp |
| Employer contribution / active EE | $2,854 | $5,261-45.8% | $4,735-39.7% | $4,762-40.1% |
| Participant deferral / active EE | $10,030 | $7,109+41.1% | $6,709+49.5% | $5,850+71.4% |
| Admin fee / account holder | $21,705 | $12,120+79.1% | $10,261+111.5% | $11,596+87.2% |