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 | $106,623 | $102,317+4.2% | $146,958-27.4% | $80,856+31.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.34% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,884 | $3,713-49.2% | $4,933-61.8% | $2,755-31.6% |
| Participant deferral / active EE | $8,180 | $6,644+23.1% | $8,070+1.4% | $4,296+90.4% |
| Admin fee / account holder | $2,568 | $7,941-67.7% | $12,998-80.2% | $6,918-62.9% |