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 | $137,088 | $105,181+30.3% | $159,436-14.0% | $85,850+59.7% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 12.19% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,745 | $3,318-47.4% | $4,829-63.9% | $2,565-32.0% |
| Participant deferral / active EE | $5,204 | $5,945-12.5% | $7,352-29.2% | $3,952+31.7% |
| Admin fee / account holder | $6,532 | $6,933-5.8% | $10,799-39.5% | $6,260+4.3% |