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 | $163,981 | $177,572-7.7% | $154,803+5.9% | $142,382+15.2% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 9.53% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $7,798 | $4,810+62.1% | $4,305+81.1% | $4,299+81.4% |
| Participant deferral / active EE | $2,229 | $6,272-64.5% | $5,540-59.8% | $6,507-65.8% |
| Admin fee / account holder | $27,278 | $16,786+62.5% | $14,329+90.4% | $12,624+116.1% |