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 | $141,706 | $111,724+26.8% | $93,606+51.4% | $145,922-2.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 7.74% | 202.98%-195.2pp | 133.20%-125.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,008 | $3,090-67.4% | $2,420-58.3% | $4,660-78.4% |
| Participant deferral / active EE | $4,352 | $4,912-11.4% | $4,411-1.3% | $6,688-34.9% |
| Admin fee / account holder | $2,205 | $10,250-78.5% | $8,285-73.4% | $13,397-83.5% |