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 | $141,472 | $107,334+31.8% | $92,893+52.3% | $152,861-7.5% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.4%+13.0pp |
| Annual return | 9.51% | 145.58%-136.1pp | 109.41%-99.9pp | 345.32%-335.8pp |
| Employer contribution / active EE | $1,230 | $4,221-70.8% | $3,653-66.3% | $4,762-74.2% |
| Participant deferral / active EE | $2,147 | $4,845-55.7% | $4,236-49.3% | $5,850-63.3% |
| Admin fee / account holder | $3,621 | $7,079-48.8% | $5,794-37.5% | $11,596-68.8% |