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 | $126,825 | $112,096+13.1% | $95,952+32.2% | $158,922-20.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 4.58% | 171.09%-166.5pp | 91.61%-87.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $2,824 | $3,198-11.7% | $2,541+11.1% | $4,761-40.7% |
| Participant deferral / active EE | $7,505 | $4,784+56.9% | $4,167+80.1% | $5,982+25.5% |
| Admin fee / account holder | $7,759 | $10,130-23.4% | $6,795+14.2% | $11,246-31.0% |