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 | $173,054 | $177,572-2.5% | $154,803+11.8% | $142,382+21.5% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 10.17% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $5,730 | $4,810+19.1% | $4,305+33.1% | $4,299+33.3% |
| Participant deferral / active EE | $4,237 | $6,272-32.4% | $5,540-23.5% | $6,507-34.9% |
| Admin fee / account holder | $1,004 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |