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 | $183,686 | $179,726+2.2% | $156,263+17.5% | $142,382+29.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 5.55% | 77.86%-72.3pp | 59.47%-53.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $9,866 | $5,069+94.6% | $4,333+127.7% | $4,299+129.5% |
| Participant deferral / active EE | $8,950 | $6,956+28.7% | $6,158+45.3% | $6,507+37.5% |
| Admin fee / account holder | $146,503 | $17,272+748.2% | $14,255+927.7% | $12,624+1060.5% |