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 | $111,535+24.9% | $105,223+32.4% | $137,256+1.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.21% | 237.85%-231.6pp | 180.65%-174.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,759 | $3,939-55.3% | $3,689-52.3% | $4,156-57.7% |
| Participant deferral / active EE | $3,800 | $5,500-30.9% | $5,072-25.1% | $6,407-40.7% |
| Admin fee / account holder | $4,285 | $9,721-55.9% | $8,859-51.6% | $12,270-65.1% |