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 | $184,027 | $159,901+15.1% | $146,958+25.2% | $145,922+26.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 9.14% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,933 | $5,286-25.6% | $4,933-20.3% | $4,660-15.6% |
| Participant deferral / active EE | $7,815 | $8,428-7.3% | $8,070-3.2% | $6,688+16.9% |
| Admin fee / account holder | $1,136 | $15,044-92.4% | $12,998-91.3% | $13,397-91.5% |