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 | $186,774 | $178,174+4.8% | $156,181+19.6% | $137,256+36.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 8.61% | 84.19%-75.6pp | 64.87%-56.3pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,616 | $4,972-47.4% | $4,294-39.1% | $4,156-37.0% |
| Participant deferral / active EE | $4,732 | $6,888-31.3% | $6,132-22.8% | $6,407-26.1% |
| Admin fee / account holder | $14,327 | $17,404-17.7% | $14,586-1.8% | $12,270+16.8% |