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 | $193,106 | $179,726+7.4% | $156,263+23.6% | $142,382+35.6% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 5.51% | 77.86%-72.3pp | 59.47%-54.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $9,351 | $5,069+84.5% | $4,333+115.8% | $4,299+117.5% |
| Participant deferral / active EE | $8,000 | $6,956+15.0% | $6,158+29.9% | $6,507+22.9% |
| Admin fee / account holder | $1,639 | $17,272-90.5% | $14,255-88.5% | $12,624-87.0% |