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 | $129,118 | $103,376+24.9% | $87,100+48.2% | $152,861-15.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 2.99% | 28.10%-25.1pp | 28.19%-25.2pp | 345.32%-342.3pp |
| Employer contribution / active EE | $862 | $3,220-73.2% | $2,521-65.8% | $4,762-81.9% |
| Participant deferral / active EE | $3,071 | $4,778-35.7% | $4,049-24.2% | $5,850-47.5% |
| Admin fee / account holder | $20,248 | $12,205+65.9% | $7,497+170.1% | $11,596+74.6% |