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 | $127,680 | $124,319+2.7% | $111,297+14.7% | $167,490-23.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.79% | 37.44%-28.6pp | 54.65%-45.9pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,582 | $3,435-53.9% | $2,731-42.1% | $4,837-67.3% |
| Participant deferral / active EE | $6,251 | $5,180+20.7% | $4,487+39.3% | $6,341-1.4% |
| Admin fee / account holder | $53,141 | $10,618+400.5% | $7,964+567.3% | $12,309+331.7% |