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 | $124,392 | $107,334+15.9% | $92,893+33.9% | $152,861-18.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 10.84% | 145.58%-134.7pp | 109.41%-98.6pp | 345.32%-334.5pp |
| Employer contribution / active EE | $3,005 | $4,221-28.8% | $3,653-17.7% | $4,762-36.9% |
| Participant deferral / active EE | $5,766 | $4,845+19.0% | $4,236+36.1% | $5,850-1.4% |
| Admin fee / account holder | $18,318 | $7,079+158.8% | $5,794+216.2% | $11,596+58.0% |