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 | $135,128 | $114,381+18.1% | $107,525+25.7% | $142,382-5.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 9.70% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,659 | $4,015-33.8% | $3,754-29.2% | $4,299-38.2% |
| Participant deferral / active EE | $8,574 | $5,564+54.1% | $5,116+67.6% | $6,507+31.8% |
| Admin fee / account holder | $38,830 | $9,860+293.8% | $8,919+335.4% | $12,624+207.6% |