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 | $119,641 | $159,602-25.0% | $150,045-20.3% | $142,382-16.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 12.36% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,020 | $4,961-39.1% | $4,693-35.7% | $4,299-29.8% |
| Participant deferral / active EE | $3,220 | $8,310-61.3% | $7,997-59.7% | $6,507-50.5% |
| Admin fee / account holder | $39,030 | $14,846+162.9% | $13,435+190.5% | $12,624+209.2% |