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 | $116,667 | $114,381+2.0% | $107,525+8.5% | $142,382-18.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 7.72% | 242.71%-235.0pp | 181.32%-173.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,756 | $4,015-31.3% | $3,754-26.6% | $4,299-35.9% |
| Participant deferral / active EE | $11,328 | $5,564+103.6% | $5,116+121.4% | $6,507+74.1% |
| Admin fee / account holder | $17,464 | $9,860+77.1% | $8,919+95.8% | $12,624+38.3% |