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 | $241,015 | $198,466+21.4% | $170,442+41.4% | $147,584+63.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 6.65% | 257.29%-250.6pp | 205.93%-199.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,824 | $5,629+21.2% | $4,939+38.2% | $5,439+25.5% |
| Admin fee / account holder | $963 | $16,852-94.3% | $13,880-93.1% | $10,885-91.2% |