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 | $112,179 | $101,618+10.4% | $93,063+20.5% | $137,256-18.3% |
| Participation rate | 94.7% | 74.9%+19.8pp | 72.1%+22.6pp | 80.0%+14.8pp |
| Annual return | 9.30% | 223.95%-214.6pp | 34.15%-24.9pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,242 | $2,707-54.1% | $2,476-49.8% | $4,156-70.1% |
| Participant deferral / active EE | $5,783 | $4,279+35.1% | $3,958+46.1% | $6,407-9.7% |
| Admin fee / account holder | $31,711 | $6,198+411.6% | $6,033+425.6% | $12,270+158.4% |