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 | $181,706 | $176,812+2.8% | $146,665+23.9% | $167,490+8.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.39% | 24.03%-16.6pp | 22.74%-15.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,570 | $5,160-50.2% | $4,136-37.9% | $4,837-46.9% |
| Participant deferral / active EE | $6,609 | $6,440+2.6% | $5,506+20.0% | $6,341+4.2% |
| Admin fee / account holder | $25,416 | $13,259+91.7% | $10,280+147.2% | $12,309+106.5% |