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 | $126,477 | $95,971+31.8% | $74,550+69.7% | $135,375-6.6% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -10.00% | 56.96%-67.0pp | 32.53%-42.5pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,045 | $2,716-61.5% | $1,961-46.7% | $4,779-78.1% |
| Participant deferral / active EE | $4,246 | $3,843+10.5% | $3,108+36.6% | $5,609-24.3% |
| Admin fee / account holder | $990 | $6,522-84.8% | $5,060-80.4% | $10,827-90.9% |