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 | $169,119 | $117,859+43.5% | $102,438+65.1% | $145,959+15.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.19% | 31.72%-23.5pp | 29.37%-21.2pp | 561.95%-553.8pp |
| Employer contribution / active EE | $6,737 | $3,615+86.4% | $3,024+122.8% | $4,661+44.5% |
| Participant deferral / active EE | $5,200 | $5,732-9.3% | $5,054+2.9% | $6,689-22.2% |
| Admin fee / account holder | $3,809 | $13,318-71.4% | $9,448-59.7% | $13,398-71.6% |