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 | $132,980 | $102,317+30.0% | $146,958-9.5% | $80,856+64.5% |
| Participation rate | 75.5% | 75.8%-0.4pp | 82.2%-6.7pp | 67.6%+7.8pp |
| Annual return | 11.06% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,715 | $3,713-53.8% | $4,933-65.2% | $2,755-37.7% |
| Participant deferral / active EE | $4,122 | $6,644-38.0% | $8,070-48.9% | $4,296-4.0% |
| Admin fee / account holder | $2,932 | $7,941-63.1% | $12,998-77.4% | $6,918-57.6% |