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 | $177,430 | $165,984+6.9% | $164,813+7.7% | $145,922+21.6% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.6%+8.4pp | 80.3%+6.7pp |
| Annual return | 8.07% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.2pp |
| Employer contribution / active EE | $5,001 | $5,273-5.2% | $4,341+15.2% | $4,660+7.3% |
| Participant deferral / active EE | $11,685 | $6,959+67.9% | $6,031+93.7% | $6,688+74.7% |
| Admin fee / account holder | $1,807 | $16,648-89.1% | $12,690-85.8% | $13,397-86.5% |