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 | $201,687 | $108,919+85.2% | $100,391+100.9% | $145,922+38.2% |
| Participation rate | 89.5% | 82.9%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 10.07% | 57.88%-47.8pp | 49.20%-39.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,047 | $4,419-8.4% | $3,942+2.7% | $4,660-13.1% |
| Participant deferral / active EE | $8,791 | $8,445+4.1% | $8,082+8.8% | $6,688+31.4% |
| Admin fee / account holder | $5,997 | $9,689-38.1% | $7,899-24.1% | $13,397-55.2% |