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 | $185,890 | $165,984+12.0% | $164,813+12.8% | $145,922+27.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 8.43% | 100.03%-91.6pp | 69.93%-61.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,444 | $5,273-34.7% | $4,341-20.7% | $4,660-26.1% |
| Participant deferral / active EE | $12,484 | $6,959+79.4% | $6,031+107.0% | $6,688+86.7% |
| Admin fee / account holder | $12,615 | $16,648-24.2% | $12,690-0.6% | $13,397-5.8% |