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 | $208,552 | $183,519+13.6% | $155,509+34.1% | $145,922+42.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 4.05% | 61.17%-57.1pp | 64.67%-60.6pp | 561.29%-557.2pp |
| Employer contribution / active EE | $2,809 | $5,313-47.1% | $4,672-39.9% | $4,660-39.7% |
| Participant deferral / active EE | $9,198 | $6,462+42.3% | $5,626+63.5% | $6,688+37.5% |
| Admin fee / account holder | $1,017 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |