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 | $120,682 | $107,934+11.8% | $91,989+31.2% | $152,861-21.1% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 7.45% | 89.24%-81.8pp | 69.02%-61.6pp | 345.32%-337.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,406 | $6,364+16.4% | $5,923+25.0% | $5,850+26.6% |
| Admin fee / account holder | $1,086 | $10,520-89.7% | $7,743-86.0% | $11,596-90.6% |