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 | $140,215 | $112,096+25.1% | $95,952+46.1% | $158,922-11.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 2.52% | 171.09%-168.6pp | 91.61%-89.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $3,154 | $3,198-1.4% | $2,541+24.1% | $4,761-33.8% |
| Participant deferral / active EE | $9,620 | $4,784+101.1% | $4,167+130.9% | $5,982+60.8% |
| Admin fee / account holder | $5,557 | $10,130-45.1% | $6,795-18.2% | $11,246-50.6% |