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 | $183,291 | $137,414+33.4% | $189,513-3.3% | $85,850+113.5% |
| Participation rate | 96.5% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 10.69% | 38.14%-27.5pp | 555.15%-544.5pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,420 | $4,344-67.3% | $6,162-77.0% | $2,565-44.6% |
| Participant deferral / active EE | $4,398 | $6,260-29.7% | $8,221-46.5% | $3,952+11.3% |
| Admin fee / account holder | $2,516 | $8,630-70.8% | $12,045-79.1% | $6,260-59.8% |