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 | $185,775 | $176,812+5.1% | $146,665+26.7% | $167,490+10.9% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 4.72% | 24.03%-19.3pp | 22.74%-18.0pp | 478.56%-473.8pp |
| Employer contribution / active EE | $3,033 | $5,160-41.2% | $4,136-26.7% | $4,837-37.3% |
| Participant deferral / active EE | $7,928 | $6,440+23.1% | $5,506+44.0% | $6,341+25.0% |
| Admin fee / account holder | $12,261 | $13,259-7.5% | $10,280+19.3% | $12,309-0.4% |