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 | $189,519 | $159,901+18.5% | $146,958+29.0% | $145,922+29.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 9.10% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,043 | $5,286-23.5% | $4,933-18.0% | $4,660-13.2% |
| Participant deferral / active EE | $14,596 | $8,428+73.2% | $8,070+80.9% | $6,688+118.2% |
| Admin fee / account holder | $73,897 | $15,044+391.2% | $12,998+468.5% | $13,397+451.6% |