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 | $175,779 | $175,202+0.3% | $149,673+17.4% | $139,434+26.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 5.24% | 166.71%-161.5pp | 134.42%-129.2pp | 372.94%-367.7pp |
| Employer contribution / active EE | $5,348 | $5,474-2.3% | $4,818+11.0% | $4,751+12.6% |
| Participant deferral / active EE | $7,388 | $6,519+13.3% | $5,680+30.1% | $6,710+10.1% |
| Admin fee / account holder | $55,050 | $16,150+240.9% | $13,210+316.7% | $11,403+382.8% |