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 | $128,946 | $137,414-6.2% | $189,513-32.0% | $85,850+50.2% |
| Participation rate | 96.0% | 84.6%+11.4pp | 87.8%+8.2pp | 69.3%+26.7pp |
| Annual return | 8.74% | 38.14%-29.4pp | 555.15%-546.4pp | 318.53%-309.8pp |
| Employer contribution / active EE | $4,471 | $4,344+2.9% | $6,162-27.4% | $2,565+74.3% |
| Participant deferral / active EE | $4,148 | $6,260-33.7% | $8,221-49.5% | $3,952+5.0% |
| Admin fee / account holder | $1,398 | $8,630-83.8% | $12,045-88.4% | $6,260-77.7% |