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 | $128,611 | $133,922-4.0% | $116,228+10.7% | $142,382-9.7% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 7.76% | 147.76%-140.0pp | 90.06%-82.3pp | 217.08%-209.3pp |
| Employer contribution / active EE | $2,083 | $3,446-39.5% | $2,994-30.4% | $4,299-51.5% |
| Participant deferral / active EE | $2,644 | $5,672-53.4% | $4,953-46.6% | $6,507-59.4% |
| Admin fee / account holder | $1,608 | $14,945-89.2% | $11,989-86.6% | $12,624-87.3% |