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 | $139,837 | $101,618+37.6% | $93,063+50.3% | $137,256+1.9% |
| Participation rate | 82.4% | 74.9%+7.4pp | 72.1%+10.2pp | 80.0%+2.4pp |
| Annual return | 4.83% | 223.95%-219.1pp | 34.15%-29.3pp | 220.34%-215.5pp |
| Employer contribution / active EE | $727 | $2,707-73.1% | $2,476-70.6% | $4,156-82.5% |
| Participant deferral / active EE | $8,127 | $4,279+89.9% | $3,958+105.3% | $6,407+26.8% |
| Admin fee / account holder | $29,070 | $6,198+369.0% | $6,033+381.8% | $12,270+136.9% |