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 | $120,110 | $127,777-6.0% | $106,548+12.7% | $167,490-28.3% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 5.70% | 33.87%-28.2pp | 26.80%-21.1pp | 478.56%-472.9pp |
| Employer contribution / active EE | $1,151 | $3,427-66.4% | $2,819-59.2% | $4,837-76.2% |
| Participant deferral / active EE | $7,892 | $5,087+55.1% | $4,398+79.4% | $6,341+24.5% |
| Admin fee / account holder | $2,940 | $11,228-73.8% | $7,407-60.3% | $12,309-76.1% |