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 | $170,918 | $159,901+6.9% | $146,958+16.3% | $145,922+17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.76% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,031 | $5,286-42.7% | $4,933-38.5% | $4,660-34.9% |
| Participant deferral / active EE | $8,776 | $8,428+4.1% | $8,070+8.7% | $6,688+31.2% |
| Admin fee / account holder | $3,643 | $15,044-75.8% | $12,998-72.0% | $13,397-72.8% |