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 | $180,287 | $179,726+0.3% | $156,263+15.4% | $142,382+26.6% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 8.98% | 77.86%-68.9pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,409 | $5,069-72.2% | $4,333-67.5% | $4,299-67.2% |
| Participant deferral / active EE | $2,741 | $6,956-60.6% | $6,158-55.5% | $6,507-57.9% |
| Admin fee / account holder | $34,891 | $17,272+102.0% | $14,255+144.8% | $12,624+176.4% |