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 | $137,383 | $142,405-3.5% | $115,157+19.3% | $152,861-10.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.15% | 41.48%-38.3pp | 35.60%-32.5pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,857 | $4,010-53.7% | $3,179-41.6% | $4,762-61.0% |
| Participant deferral / active EE | $6,940 | $5,164+34.4% | $4,168+66.5% | $5,850+18.6% |
| Admin fee / account holder | $2,118 | $8,462-75.0% | $7,088-70.1% | $11,596-81.7% |