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 | $154,386 | $201,272-23.3% | $184,203-16.2% | $145,922+5.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,271 | $7,022-24.9% | $6,427-18.0% | $4,660+13.1% |
| Participant deferral / active EE | $16,034 | $9,806+63.5% | $9,131+75.6% | $6,688+139.8% |
| Admin fee / account holder | $2,107 | $16,364-87.1% | $13,901-84.8% | $13,397-84.3% |