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 | $127,403 | $117,983+8.0% | $101,794+25.2% | $142,382-10.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.13% | 36.92%-27.8pp | 30.53%-21.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $8,947 | $2,773+222.7% | $2,289+290.9% | $4,299+108.1% |
| Participant deferral / active EE | $3,474 | $4,714-26.3% | $4,084-14.9% | $6,507-46.6% |
| Admin fee / account holder | $4,464 | $10,433-57.2% | $8,777-49.1% | $12,624-64.6% |