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 | $100,399 | $107,334-6.5% | $92,893+8.1% | $152,861-34.3% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.0%+2.9pp | 82.4%-3.5pp |
| Annual return | 11.93% | 145.58%-133.6pp | 109.41%-97.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,942 | $4,221-54.0% | $3,653-46.8% | $4,762-59.2% |
| Participant deferral / active EE | $4,314 | $4,845-11.0% | $4,236+1.8% | $5,850-26.3% |
| Admin fee / account holder | $35,874 | $7,079+406.7% | $5,794+519.2% | $11,596+209.4% |