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 | $124,840 | $108,919+14.6% | $100,391+24.4% | $145,922-14.4% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 5.46% | 57.88%-52.4pp | 49.20%-43.7pp | 561.29%-555.8pp |
| Employer contribution / active EE | $727 | $4,419-83.5% | $3,942-81.5% | $4,660-84.4% |
| Participant deferral / active EE | $9,574 | $8,445+13.4% | $8,082+18.5% | $6,688+43.2% |
| Admin fee / account holder | $3,228 | $9,689-66.7% | $7,899-59.1% | $13,397-75.9% |