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 | $114,185 | $114,381-0.2% | $107,525+6.2% | $142,382-19.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 10.77% | 242.71%-231.9pp | 181.32%-170.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $6,735 | $4,015+67.8% | $3,754+79.4% | $4,299+56.7% |
| Participant deferral / active EE | $4,316 | $5,564-22.4% | $5,116-15.6% | $6,507-33.7% |
| Admin fee / account holder | $2,988 | $9,860-69.7% | $8,919-66.5% | $12,624-76.3% |