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 | $117,265 | $105,181+11.5% | $159,436-26.4% | $85,850+36.6% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.8%+12.8pp | 69.3%+26.3pp |
| Annual return | 11.82% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,291 | $3,318-0.8% | $4,829-31.9% | $2,565+28.3% |
| Participant deferral / active EE | $6,581 | $5,945+10.7% | $7,352-10.5% | $3,952+66.5% |
| Admin fee / account holder | $2,164 | $6,933-68.8% | $10,799-80.0% | $6,260-65.4% |