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 | $173,038 | $159,602+8.4% | $150,045+15.3% | $142,382+21.5% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 12.23% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,556 | $4,961+12.0% | $4,693+18.4% | $4,299+29.2% |
| Participant deferral / active EE | $14,500 | $8,310+74.5% | $7,997+81.3% | $6,507+122.8% |
| Admin fee / account holder | $23,821 | $14,846+60.5% | $13,435+77.3% | $12,624+88.7% |