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 | $187,407 | $159,602+17.4% | $150,045+24.9% | $142,382+31.6% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 11.20% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,315 | $4,961-73.5% | $4,693-72.0% | $4,299-69.4% |
| Participant deferral / active EE | $6,239 | $8,310-24.9% | $7,997-22.0% | $6,507-4.1% |
| Admin fee / account holder | $17,766 | $14,846+19.7% | $13,435+32.2% | $12,624+40.7% |