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 | $163,236 | $159,602+2.3% | $150,045+8.8% | $142,382+14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.30% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,676 | $4,961-46.1% | $4,693-43.0% | $4,299-37.8% |
| Participant deferral / active EE | $6,454 | $8,310-22.3% | $7,997-19.3% | $6,507-0.8% |
| Admin fee / account holder | $1,777 | $14,846-88.0% | $13,435-86.8% | $12,624-85.9% |