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 | $185,553 | $183,519+1.1% | $155,509+19.3% | $145,922+27.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.70% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,176 | $5,313-77.9% | $4,672-74.8% | $4,660-74.8% |
| Participant deferral / active EE | $3,396 | $6,462-47.5% | $5,626-39.6% | $6,688-49.2% |
| Admin fee / account holder | $80,096 | $19,313+314.7% | $15,912+403.4% | $13,397+497.9% |