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 | $143,137 | $159,901-10.5% | $146,958-2.6% | $145,922-1.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 8.60% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $6,967 | $5,286+31.8% | $4,933+41.2% | $4,660+49.5% |
| Participant deferral / active EE | $15,867 | $8,428+88.3% | $8,070+96.6% | $6,688+137.3% |
| Admin fee / account holder | $25,625 | $15,044+70.3% | $12,998+97.1% | $13,397+91.3% |