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 | $172,747 | $159,602+8.2% | $150,045+15.1% | $142,382+21.3% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 10.80% | 70.24%-59.4pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,476 | $4,961-70.2% | $4,693-68.6% | $4,299-65.7% |
| Participant deferral / active EE | $4,720 | $8,310-43.2% | $7,997-41.0% | $6,507-27.5% |
| Admin fee / account holder | $68,089 | $14,846+358.6% | $13,435+406.8% | $12,624+439.4% |