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 | $129,461 | $112,096+15.5% | $95,952+34.9% | $158,922-18.5% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 4.44% | 171.09%-166.7pp | 91.61%-87.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $3,191 | $3,198-0.2% | $2,541+25.6% | $4,761-33.0% |
| Participant deferral / active EE | $5,316 | $4,784+11.1% | $4,167+27.6% | $5,982-11.1% |
| Admin fee / account holder | $4,342 | $10,130-57.1% | $6,795-36.1% | $11,246-61.4% |