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 | $187,858 | $159,901+17.5% | $146,958+27.8% | $145,922+28.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 6.40% | 98.13%-91.7pp | 418.34%-411.9pp | 561.29%-554.9pp |
| Employer contribution / active EE | $4,080 | $5,286-22.8% | $4,933-17.3% | $4,660-12.4% |
| Participant deferral / active EE | $8,843 | $8,428+4.9% | $8,070+9.6% | $6,688+32.2% |
| Admin fee / account holder | $48,284 | $15,044+221.0% | $12,998+271.5% | $13,397+260.4% |