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 | $158,972 | $114,381+39.0% | $107,525+47.8% | $142,382+11.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.32% | 242.71%-233.4pp | 181.32%-172.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,248 | $4,015-68.9% | $3,754-66.8% | $4,299-71.0% |
| Participant deferral / active EE | $3,885 | $5,564-30.2% | $5,116-24.1% | $6,507-40.3% |
| Admin fee / account holder | $1,122 | $9,860-88.6% | $8,919-87.4% | $12,624-91.1% |