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 | $128,839 | $159,901-19.4% | $146,958-12.3% | $145,922-11.7% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 7.91% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,212 | $5,286-77.1% | $4,933-75.4% | $4,660-74.0% |
| Participant deferral / active EE | $10,006 | $8,428+18.7% | $8,070+24.0% | $6,688+49.6% |
| Admin fee / account holder | $35,307 | $15,044+134.7% | $12,998+171.6% | $13,397+163.5% |