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 4-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 | $130,757 | $108,919+20.0% | $100,391+30.2% | $145,922-10.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.15% | 57.88%-48.7pp | 49.20%-40.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $868 | $4,419-80.4% | $3,942-78.0% | $4,660-81.4% |
| Participant deferral / active EE | $23,499 | $8,445+178.3% | $8,082+190.8% | $6,688+251.4% |
| Admin fee / account holder | $3,541 | $9,689-63.5% | $7,899-55.2% | $13,397-73.6% |