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 | $183,372 | $201,259-8.9% | $184,200-0.4% | $145,959+25.6% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 8.18% | 28.98%-20.8pp | 28.80%-20.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $10,237 | $7,018+45.9% | $6,424+59.4% | $4,661+119.6% |
| Participant deferral / active EE | $9,937 | $9,806+1.3% | $9,132+8.8% | $6,689+48.6% |
| Admin fee / account holder | $675 | $16,372-95.9% | $13,907-95.1% | $13,398-95.0% |