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 | $127,130 | $137,414-7.5% | $189,513-32.9% | $85,850+48.1% |
| Participation rate | 75.6% | 84.6%-9.0pp | 87.8%-12.2pp | 69.3%+6.3pp |
| Annual return | 5.04% | 38.14%-33.1pp | 555.15%-550.1pp | 318.53%-313.5pp |
| Employer contribution / active EE | $2,276 | $4,344-47.6% | $6,162-63.1% | $2,565-11.3% |
| Participant deferral / active EE | $4,497 | $6,260-28.2% | $8,221-45.3% | $3,952+13.8% |
| Admin fee / account holder | $8,460 | $8,630-2.0% | $12,045-29.8% | $6,260+35.1% |