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 | $175,807 | $157,256+11.8% | $141,162+24.5% | $152,861+15.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.17% | 64.32%-61.1pp | 71.39%-68.2pp | 345.32%-342.1pp |
| Employer contribution / active EE | $19,052 | $5,261+262.1% | $4,735+302.4% | $4,762+300.1% |
| Participant deferral / active EE | $8,794 | $7,109+23.7% | $6,709+31.1% | $5,850+50.3% |
| Admin fee / account holder | $1,436 | $12,120-88.2% | $10,261-86.0% | $11,596-87.6% |