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 | $134,900 | $107,334+25.7% | $92,893+45.2% | $152,861-11.7% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 3.95% | 145.58%-141.6pp | 109.41%-105.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $6,774 | $4,221+60.5% | $3,653+85.5% | $4,762+42.2% |
| Participant deferral / active EE | $6,154 | $4,845+27.0% | $4,236+45.3% | $5,850+5.2% |
| Admin fee / account holder | $7,647 | $7,079+8.0% | $5,794+32.0% | $11,596-34.1% |