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 | $186,955 | $165,984+12.6% | $164,813+13.4% | $145,922+28.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 6.32% | 100.03%-93.7pp | 69.93%-63.6pp | 561.29%-555.0pp |
| Employer contribution / active EE | $2,470 | $5,273-53.2% | $4,341-43.1% | $4,660-47.0% |
| Participant deferral / active EE | $10,387 | $6,959+49.3% | $6,031+72.2% | $6,688+55.3% |
| Admin fee / account holder | $1,358 | $16,648-91.8% | $12,690-89.3% | $13,397-89.9% |