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 | $174,323 | $159,602+9.2% | $150,045+16.2% | $142,382+22.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 7.60% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,186 | $4,961-55.9% | $4,693-53.4% | $4,299-49.2% |
| Participant deferral / active EE | $7,698 | $8,310-7.4% | $7,997-3.7% | $6,507+18.3% |
| Admin fee / account holder | $141,030 | $14,846+849.9% | $13,435+949.7% | $12,624+1017.2% |