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 | $129,484 | $124,281+4.2% | $109,143+18.6% | $167,490-22.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 8.90% | 26.04%-17.1pp | 25.75%-16.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,354 | $4,207-44.1% | $3,722-36.8% | $4,837-51.3% |
| Participant deferral / active EE | $9,390 | $5,255+78.7% | $4,653+101.8% | $6,341+48.1% |
| Admin fee / account holder | $543 | $7,970-93.2% | $6,752-92.0% | $12,309-95.6% |