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 | $191,358 | $159,901+19.7% | $146,958+30.2% | $145,922+31.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 6.96% | 98.13%-91.2pp | 418.34%-411.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,721 | $5,286-48.5% | $4,933-44.8% | $4,660-41.6% |
| Participant deferral / active EE | $9,828 | $8,428+16.6% | $8,070+21.8% | $6,688+47.0% |
| Admin fee / account holder | $581 | $15,044-96.1% | $12,998-95.5% | $13,397-95.7% |