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 | $170,515 | $157,256+8.4% | $141,162+20.8% | $152,861+11.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.36% | 64.32%-51.0pp | 71.39%-58.0pp | 345.32%-332.0pp |
| Employer contribution / active EE | $10,737 | $5,261+104.1% | $4,735+126.8% | $4,762+125.5% |
| Participant deferral / active EE | $5,767 | $7,109-18.9% | $6,709-14.0% | $5,850-1.4% |
| Admin fee / account holder | $541 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |