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 | $186,551 | $159,602+16.9% | $150,045+24.3% | $142,382+31.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 11.36% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $6,172 | $4,961+24.4% | $4,693+31.5% | $4,299+43.6% |
| Participant deferral / active EE | $7,523 | $8,310-9.5% | $7,997-5.9% | $6,507+15.6% |
| Admin fee / account holder | $85,295 | $14,846+474.5% | $13,435+534.9% | $12,624+575.7% |