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 | $180,610 | $137,414+31.4% | $189,513-4.7% | $85,850+110.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.79% | 38.14%-27.4pp | 555.15%-544.4pp | 318.53%-307.7pp |
| Employer contribution / active EE | $3,689 | $4,344-15.1% | $6,162-40.1% | $2,565+43.8% |
| Participant deferral / active EE | $3,808 | $6,260-39.2% | $8,221-53.7% | $3,952-3.6% |
| Admin fee / account holder | $4,202 | $8,630-51.3% | $12,045-65.1% | $6,260-32.9% |