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 | $166,620 | $154,228+8.0% | $145,433+14.6% | $137,256+21.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.89% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $16,881 | $4,804+251.4% | $4,554+270.6% | $4,156+306.2% |
| Participant deferral / active EE | $20,900 | $8,216+154.4% | $7,897+164.6% | $6,407+226.2% |
| Admin fee / account holder | $1,221 | $14,344-91.5% | $13,129-90.7% | $12,270-90.1% |