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 | $181,896 | $183,963-1.1% | $162,163+12.2% | $152,861+19.0% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.4%+3.9pp |
| Annual return | 6.75% | 150.76%-144.0pp | 115.59%-108.8pp | 345.32%-338.6pp |
| Employer contribution / active EE | $1,848 | $6,371-71.0% | $5,614-67.1% | $4,762-61.2% |
| Participant deferral / active EE | $4,348 | $8,034-45.9% | $7,298-40.4% | $5,850-25.7% |
| Admin fee / account holder | $1,962 | $13,121-85.0% | $10,843-81.9% | $11,596-83.1% |