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 | $129,473 | $175,202-26.1% | $149,673-13.5% | $139,434-7.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 6.97% | 166.71%-159.7pp | 134.42%-127.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $7,943 | $5,474+45.1% | $4,818+64.9% | $4,751+67.2% |
| Participant deferral / active EE | $7,806 | $6,519+19.8% | $5,680+37.4% | $6,710+16.3% |
| Admin fee / account holder | $3,778 | $16,150-76.6% | $13,210-71.4% | $11,403-66.9% |