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 | $138,029 | $110,257+25.2% | $96,544+43.0% | $139,434-1.0% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 6.01% | 26.32%-20.3pp | 25.84%-19.8pp | 372.94%-366.9pp |
| Employer contribution / active EE | $1,357 | $3,620-62.5% | $2,965-54.2% | $4,751-71.4% |
| Participant deferral / active EE | $2,334 | $5,548-57.9% | $4,851-51.9% | $6,710-65.2% |
| Admin fee / account holder | $125,133 | $11,591+979.5% | $8,252+1416.3% | $11,403+997.4% |