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 | $130,393 | $117,983+10.5% | $101,794+28.1% | $142,382-8.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.50% | 36.92%-27.4pp | 30.53%-21.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,849 | $2,773+38.8% | $2,289+68.2% | $4,299-10.5% |
| Participant deferral / active EE | $6,989 | $4,714+48.3% | $4,084+71.1% | $6,507+7.4% |
| Admin fee / account holder | $86,159 | $10,433+725.8% | $8,777+881.6% | $12,624+582.5% |