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 | $129,521 | $102,382+26.5% | $147,005-11.9% | $80,874+60.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 2.65% | 134.89%-132.2pp | 418.76%-416.1pp | 35.62%-33.0pp |
| Employer contribution / active EE | $4,513 | $3,715+21.5% | $4,934-8.5% | $2,756+63.8% |
| Participant deferral / active EE | $2,869 | $6,646-56.8% | $8,070-64.4% | $4,297-33.2% |
| Admin fee / account holder | $20,313 | $7,942+155.8% | $13,006+56.2% | $6,935+192.9% |