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 | $132,841 | $100,773+31.8% | $88,946+49.4% | $142,382-6.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 9.49% | 70.18%-60.7pp | 57.82%-48.3pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,768 | $2,918-5.1% | $2,555+8.3% | $4,299-35.6% |
| Participant deferral / active EE | $8,311 | $5,230+58.9% | $4,581+81.4% | $6,507+27.7% |
| Admin fee / account holder | $464 | $9,693-95.2% | $8,261-94.4% | $12,624-96.3% |