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 | $129,077 | $100,852+28.0% | $90,404+42.8% | $158,922-18.8% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 4.62% | 1724.20%-1719.6pp | 1293.02%-1288.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,579 | $3,689-57.2% | $3,262-51.6% | $4,761-66.8% |
| Participant deferral / active EE | $2,575 | $4,348-40.8% | $3,963-35.0% | $5,982-57.0% |
| Admin fee / account holder | $837 | $6,501-87.1% | $5,611-85.1% | $11,246-92.6% |