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 | $160,158 | $176,056-9.0% | $159,436+0.5% | $167,490-4.4% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 4.10% | 331.75%-327.6pp | 263.57%-259.5pp | 478.56%-474.5pp |
| Employer contribution / active EE | $8,574 | $5,297+61.9% | $4,829+77.5% | $4,837+77.2% |
| Participant deferral / active EE | $8,744 | $7,750+12.8% | $7,352+18.9% | $6,341+37.9% |
| Admin fee / account holder | $6,407 | $12,554-49.0% | $10,799-40.7% | $12,309-47.9% |