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 | $169,815 | $175,202-3.1% | $149,673+13.5% | $139,434+21.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 8.36% | 166.71%-158.4pp | 134.42%-126.1pp | 372.94%-364.6pp |
| Employer contribution / active EE | $11,558 | $5,474+111.1% | $4,818+139.9% | $4,751+143.3% |
| Participant deferral / active EE | $9,142 | $6,519+40.2% | $5,680+60.9% | $6,710+36.2% |
| Admin fee / account holder | $2,672 | $16,150-83.5% | $13,210-79.8% | $11,403-76.6% |