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 | $142,450 | $105,998+34.4% | $92,233+54.4% | $147,584-3.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 9.61% | 50.05%-40.4pp | 176.28%-166.7pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,061 | $4,333-29.4% | $3,679-16.8% | $4,876-37.2% |
| Participant deferral / active EE | $7,344 | $4,478+64.0% | $3,897+88.5% | $5,439+35.0% |
| Admin fee / account holder | $7,430 | $6,332+17.3% | $5,194+43.1% | $10,885-31.7% |