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 | $192,642 | $183,592+4.9% | $155,567+23.8% | $145,959+32.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 8.66% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,250 | $5,315-76.5% | $4,674-73.3% | $4,661-73.2% |
| Participant deferral / active EE | $5,338 | $6,464-17.4% | $5,628-5.1% | $6,689-20.2% |
| Admin fee / account holder | $1,799 | $19,318-90.7% | $15,916-88.7% | $13,398-86.6% |