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 | $142,036 | $157,256-9.7% | $141,162+0.6% | $152,861-7.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.18% | 64.32%-54.1pp | 71.39%-61.2pp | 345.32%-335.1pp |
| Employer contribution / active EE | $4,552 | $5,261-13.5% | $4,735-3.9% | $4,762-4.4% |
| Participant deferral / active EE | $4,598 | $7,109-35.3% | $6,709-31.5% | $5,850-21.4% |
| Admin fee / account holder | $16,234 | $12,120+33.9% | $10,261+58.2% | $11,596+40.0% |