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 | $104,974+33.2% | $95,585+46.3% | $142,382-1.8% |
| Participation rate | 82.4% | 75.0%+7.4pp | 72.1%+10.3pp | 80.1%+2.2pp |
| Annual return | 4.83% | 210.33%-205.5pp | 38.56%-33.7pp | 217.08%-212.3pp |
| Employer contribution / active EE | $727 | $2,779-73.8% | $2,527-71.2% | $4,299-83.1% |
| Participant deferral / active EE | $8,127 | $4,352+86.7% | $4,023+102.0% | $6,507+24.9% |
| Admin fee / account holder | $29,070 | $6,386+355.2% | $6,127+374.4% | $12,624+130.3% |