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 | $125,042 | $127,065-1.6% | $113,168+10.5% | $142,382-12.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.44% | 24.03%-15.6pp | 24.27%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $6,022 | $3,442+75.0% | $2,975+102.4% | $4,299+40.1% |
| Participant deferral / active EE | $9,784 | $5,716+71.2% | $5,107+91.6% | $6,507+50.4% |
| Admin fee / account holder | $1,741 | $15,736-88.9% | $12,068-85.6% | $12,624-86.2% |