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 | $126,301 | $100,773+25.3% | $88,946+42.0% | $142,382-11.3% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 10.84% | 70.18%-59.3pp | 57.82%-47.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,876 | $2,918+32.9% | $2,555+51.7% | $4,299-9.8% |
| Participant deferral / active EE | $10,267 | $5,230+96.3% | $4,581+124.1% | $6,507+57.8% |
| Admin fee / account holder | $29,239 | $9,693+201.6% | $8,261+253.9% | $12,624+131.6% |