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 | $113,667 | $102,966+10.4% | $90,281+25.9% | $152,861-25.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 5.10% | 95.16%-90.1pp | 78.10%-73.0pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,619 | $3,139-48.4% | $2,854-43.3% | $4,762-66.0% |
| Participant deferral / active EE | $4,258 | $4,281-0.5% | $3,885+9.6% | $5,850-27.2% |
| Admin fee / account holder | $873 | $6,171-85.8% | $5,351-83.7% | $11,596-92.5% |