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 | $189,383 | $177,572+6.7% | $154,803+22.3% | $142,382+33.0% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 8.62% | 65.07%-56.5pp | 58.88%-50.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $6,228 | $4,810+29.5% | $4,305+44.6% | $4,299+44.9% |
| Participant deferral / active EE | $4,206 | $6,272-32.9% | $5,540-24.1% | $6,507-35.4% |
| Admin fee / account holder | $170,398 | $16,786+915.1% | $14,329+1089.2% | $12,624+1249.8% |