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 3-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 | $116,274 | $111,754+4.0% | $103,333+12.5% | $145,922-20.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.26% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,409 | $4,212-19.1% | $3,868-11.9% | $4,660-26.8% |
| Participant deferral / active EE | $2,463 | $5,619-56.2% | $5,057-51.3% | $6,688-63.2% |
| Admin fee / account holder | $9,331 | $9,750-4.3% | $8,355+11.7% | $13,397-30.3% |