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 | $173,990 | $137,414+26.6% | $189,513-8.2% | $85,850+102.7% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 11.08% | 38.14%-27.1pp | 555.15%-544.1pp | 318.53%-307.4pp |
| Employer contribution / active EE | $4,495 | $4,344+3.5% | $6,162-27.1% | $2,565+75.2% |
| Participant deferral / active EE | $3,061 | $6,260-51.1% | $8,221-62.8% | $3,952-22.5% |
| Admin fee / account holder | $15,529 | $8,630+80.0% | $12,045+28.9% | $6,260+148.1% |