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 | $144,427 | $209,336-31.0% | $197,124-26.7% | $137,256+5.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.47% | 48.09%-38.6pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $4,153 | $6,591-37.0% | $6,227-33.3% | $4,156-0.1% |
| Participant deferral / active EE | $8,065 | $9,614-16.1% | $9,135-11.7% | $6,407+25.9% |
| Admin fee / account holder | $64,205 | $17,308+271.0% | $16,298+293.9% | $12,270+423.3% |