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 | $125,587 | $105,998+18.5% | $92,233+36.2% | $147,584-14.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 8.01% | 50.05%-42.0pp | 176.28%-168.3pp | 578.55%-570.5pp |
| Employer contribution / active EE | $6,036 | $4,333+39.3% | $3,679+64.1% | $4,876+23.8% |
| Participant deferral / active EE | $8,031 | $4,478+79.3% | $3,897+106.1% | $5,439+47.7% |
| Admin fee / account holder | $4,523 | $6,332-28.6% | $5,194-12.9% | $10,885-58.4% |