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 | $187,894 | $165,984+13.2% | $164,813+14.0% | $145,922+28.8% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 8.22% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,750 | $5,273-66.8% | $4,341-59.7% | $4,660-62.4% |
| Participant deferral / active EE | $5,856 | $6,959-15.8% | $6,031-2.9% | $6,688-12.4% |
| Admin fee / account holder | $1,721 | $16,648-89.7% | $12,690-86.4% | $13,397-87.2% |