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 | $118,125 | $111,754+5.7% | $103,333+14.3% | $145,922-19.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.18% | 24.77%-20.6pp | 24.88%-20.7pp | 561.29%-557.1pp |
| Employer contribution / active EE | $3,040 | $4,212-27.8% | $3,868-21.4% | $4,660-34.8% |
| Participant deferral / active EE | $6,989 | $5,619+24.4% | $5,057+38.2% | $6,688+4.5% |
| Admin fee / account holder | $3,951 | $9,750-59.5% | $8,355-52.7% | $13,397-70.5% |