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 | $128,740 | $115,770+11.2% | $101,248+27.2% | $158,922-19.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 6.23% | 56.14%-49.9pp | 46.47%-40.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,715 | $4,175-35.0% | $3,660-25.8% | $4,761-43.0% |
| Participant deferral / active EE | $8,382 | $4,957+69.1% | $4,370+91.8% | $5,982+40.1% |
| Admin fee / account holder | $36,416 | $7,245+402.6% | $5,945+512.5% | $11,246+223.8% |