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 | $109,757 | $102,966+6.6% | $90,281+21.6% | $152,861-28.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 5.65% | 95.16%-89.5pp | 78.10%-72.5pp | 345.32%-339.7pp |
| Employer contribution / active EE | $3,940 | $3,139+25.5% | $2,854+38.0% | $4,762-17.3% |
| Participant deferral / active EE | $6,830 | $4,281+59.5% | $3,885+75.8% | $5,850+16.8% |
| Admin fee / account holder | $12,419 | $6,171+101.3% | $5,351+132.1% | $11,596+7.1% |