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 | $156,946 | $159,901-1.8% | $146,958+6.8% | $145,922+7.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.74% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $6,294 | $5,286+19.1% | $4,933+27.6% | $4,660+35.1% |
| Participant deferral / active EE | $17,891 | $8,428+112.3% | $8,070+121.7% | $6,688+167.5% |
| Admin fee / account holder | $8,313 | $15,044-44.7% | $12,998-36.0% | $13,397-37.9% |