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 | $171,748 | $165,335+3.9% | $149,696+14.7% | $158,922+8.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 7.80% | 348.15%-340.3pp | 276.60%-268.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $920 | $5,103-82.0% | $4,644-80.2% | $4,761-80.7% |
| Participant deferral / active EE | $4,666 | $7,181-35.0% | $6,842-31.8% | $5,982-22.0% |
| Admin fee / account holder | $59,309 | $10,807+448.8% | $9,309+537.1% | $11,246+427.4% |