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 | $126,581 | $150,187-15.7% | $120,354+5.2% | $145,922-13.3% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 8.23% | 154.07%-145.8pp | 107.15%-98.9pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,482 | $4,348-42.9% | $3,463-28.3% | $4,660-46.7% |
| Participant deferral / active EE | $5,676 | $6,173-8.0% | $4,991+13.7% | $6,688-15.1% |
| Admin fee / account holder | $3,933 | $12,207-67.8% | $9,423-58.3% | $13,397-70.6% |