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 | $162,731 | $197,591-17.6% | $177,821-8.5% | $158,922+2.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 6.37% | 58.76%-52.4pp | 48.32%-41.9pp | 302.83%-296.5pp |
| Employer contribution / active EE | $5,470 | $6,697-18.3% | $5,918-7.6% | $4,761+14.9% |
| Participant deferral / active EE | $5,661 | $8,405-32.6% | $7,714-26.6% | $5,982-5.4% |
| Admin fee / account holder | $13,379 | $15,399-13.1% | $12,427+7.7% | $11,246+19.0% |