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 7-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 | $165,479 | $159,901+3.5% | $146,958+12.6% | $145,922+13.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 8.42% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,694 | $5,286-68.0% | $4,933-65.7% | $4,660-63.6% |
| Participant deferral / active EE | $6,859 | $8,428-18.6% | $8,070-15.0% | $6,688+2.6% |
| Admin fee / account holder | $1,823 | $15,044-87.9% | $12,998-86.0% | $13,397-86.4% |