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 | $114,154 | $117,983-3.2% | $101,794+12.1% | $142,382-19.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 4.19% | 36.92%-32.7pp | 30.53%-26.3pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,614 | $2,773-41.8% | $2,289-29.5% | $4,299-62.5% |
| Participant deferral / active EE | $2,654 | $4,714-43.7% | $4,084-35.0% | $6,507-59.2% |
| Admin fee / account holder | $4,637 | $10,433-55.6% | $8,777-47.2% | $12,624-63.3% |