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 | $184,510 | $209,336-11.9% | $197,124-6.4% | $137,256+34.4% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 10.95% | 48.09%-37.1pp | 44.34%-33.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $18,288 | $6,591+177.5% | $6,227+193.7% | $4,156+340.0% |
| Participant deferral / active EE | $7,521 | $9,614-21.8% | $9,135-17.7% | $6,407+17.4% |
| Admin fee / account holder | $32,457 | $17,308+87.5% | $16,298+99.1% | $12,270+164.5% |