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 | $138,842 | $209,832-33.8% | $189,513-26.7% | $167,490-17.1% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 9.03% | 748.27%-739.2pp | 555.15%-546.1pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,725 | $6,914-46.1% | $6,162-39.5% | $4,837-23.0% |
| Participant deferral / active EE | $7,434 | $8,935-16.8% | $8,221-9.6% | $6,341+17.2% |
| Admin fee / account holder | $1,076 | $14,293-92.5% | $12,045-91.1% | $12,309-91.3% |