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 | $158,095 | $114,381+38.2% | $107,525+47.0% | $142,382+11.0% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 9.02% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,640 | $4,015-9.3% | $3,754-3.0% | $4,299-15.3% |
| Participant deferral / active EE | $6,971 | $5,564+25.3% | $5,116+36.3% | $6,507+7.1% |
| Admin fee / account holder | $69,017 | $9,860+600.0% | $8,919+673.8% | $12,624+446.7% |