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 | $139,360 | $114,381+21.8% | $107,525+29.6% | $142,382-2.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.21% | 242.71%-236.5pp | 181.32%-175.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $1,759 | $4,015-56.2% | $3,754-53.1% | $4,299-59.1% |
| Participant deferral / active EE | $3,800 | $5,564-31.7% | $5,116-25.7% | $6,507-41.6% |
| Admin fee / account holder | $4,285 | $9,860-56.5% | $8,919-52.0% | $12,624-66.1% |