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 | $142,324 | $159,901-11.0% | $146,958-3.2% | $145,922-2.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 8.86% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,693 | $5,286-68.0% | $4,933-65.7% | $4,660-63.7% |
| Participant deferral / active EE | $9,168 | $8,428+8.8% | $8,070+13.6% | $6,688+37.1% |
| Admin fee / account holder | $2,322 | $15,044-84.6% | $12,998-82.1% | $13,397-82.7% |