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 | $110,666 | $105,126+5.3% | $94,646+16.9% | $139,434-20.6% |
| Participation rate | 76.9% | 82.4%-5.4pp | 80.8%-3.9pp | 80.3%-3.4pp |
| Annual return | 7.45% | 38.03%-30.6pp | 156.71%-149.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $630 | $4,106-84.6% | $3,672-82.8% | $4,751-86.7% |
| Participant deferral / active EE | $10,732 | $7,599+41.2% | $7,418+44.7% | $6,710+59.9% |
| Admin fee / account holder | $15,147 | $8,984+68.6% | $7,231+109.5% | $11,403+32.8% |