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 | $170,299 | $108,919+56.4% | $100,391+69.6% | $145,922+16.7% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 8.85% | 57.88%-49.0pp | 49.20%-40.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,323 | $4,419-47.4% | $3,942-41.1% | $4,660-50.1% |
| Participant deferral / active EE | $9,119 | $8,445+8.0% | $8,082+12.8% | $6,688+36.3% |
| Admin fee / account holder | $135,438 | $9,689+1297.9% | $7,899+1614.6% | $13,397+911.0% |