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 | $174,974 | $159,901+9.4% | $146,958+19.1% | $145,922+19.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 5.98% | 98.13%-92.2pp | 418.34%-412.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,955 | $5,286-63.0% | $4,933-60.4% | $4,660-58.0% |
| Participant deferral / active EE | $4,818 | $8,428-42.8% | $8,070-40.3% | $6,688-28.0% |
| Admin fee / account holder | $2,894 | $15,044-80.8% | $12,998-77.7% | $13,397-78.4% |