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 | $211,631 | $159,901+32.4% | $146,958+44.0% | $145,922+45.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 8.36% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,131 | $5,286-21.8% | $4,933-16.3% | $4,660-11.3% |
| Participant deferral / active EE | $8,170 | $8,428-3.1% | $8,070+1.2% | $6,688+22.2% |
| Admin fee / account holder | $1,595 | $15,044-89.4% | $12,998-87.7% | $13,397-88.1% |