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 | $196,332 | $176,056+11.5% | $159,436+23.1% | $167,490+17.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 7.38% | 331.75%-324.4pp | 263.57%-256.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $3,025 | $5,297-42.9% | $4,829-37.4% | $4,837-37.5% |
| Participant deferral / active EE | $7,953 | $7,750+2.6% | $7,352+8.2% | $6,341+25.4% |
| Admin fee / account holder | $1,367 | $12,554-89.1% | $10,799-87.3% | $12,309-88.9% |