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 | $134,339 | $112,096+19.8% | $95,952+40.0% | $158,922-15.5% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 6.05% | 171.09%-165.0pp | 91.61%-85.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,161 | $3,198-63.7% | $2,541-54.3% | $4,761-75.6% |
| Participant deferral / active EE | $3,227 | $4,784-32.6% | $4,167-22.6% | $5,982-46.1% |
| Admin fee / account holder | $9,216 | $10,130-9.0% | $6,795+35.6% | $11,246-18.0% |