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 | $144,493 | $148,534-2.7% | $135,903+6.3% | $139,434+3.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.99% | 79.19%-68.2pp | 68.23%-57.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $5,837 | $5,243+11.3% | $4,856+20.2% | $4,751+22.9% |
| Participant deferral / active EE | $15,000 | $8,100+85.2% | $7,758+93.4% | $6,710+123.5% |
| Admin fee / account holder | $9,024 | $12,400-27.2% | $10,762-16.2% | $11,403-20.9% |