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 | $188,449 | $159,901+17.9% | $146,958+28.2% | $145,922+29.1% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 9.52% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,000 | $5,286-43.2% | $4,933-39.2% | $4,660-35.6% |
| Participant deferral / active EE | $7,606 | $8,428-9.8% | $8,070-5.7% | $6,688+13.7% |
| Admin fee / account holder | $4,006 | $15,044-73.4% | $12,998-69.2% | $13,397-70.1% |