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 | $116,893 | $162,781-28.2% | $133,956-12.7% | $158,922-26.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.34% | 41.94%-37.6pp | 45.09%-40.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,646 | $4,975-46.8% | $3,919-32.5% | $4,761-44.4% |
| Participant deferral / active EE | $3,438 | $5,911-41.8% | $5,048-31.9% | $5,982-42.5% |
| Admin fee / account holder | $2,481 | $11,736-78.9% | $8,927-72.2% | $11,246-77.9% |