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 | $204,230 | $226,064-9.7% | $182,532+11.9% | $152,861+33.6% |
| Participation rate | 87.0% | 82.5%+4.5pp | 78.0%+9.0pp | 82.4%+4.5pp |
| Annual return | 6.14% | 192.51%-186.4pp | 148.54%-142.4pp | 345.32%-339.2pp |
| Employer contribution / active EE | $4,433 | $4,978-11.0% | $4,076+8.8% | $4,762-6.9% |
| Participant deferral / active EE | $8,402 | $6,368+31.9% | $5,524+52.1% | $5,850+43.6% |
| Admin fee / account holder | $493 | $10,703-95.4% | $8,592-94.3% | $11,596-95.8% |