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 | $169,804 | $157,256+8.0% | $141,162+20.3% | $152,861+11.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.87% | 64.32%-53.5pp | 71.39%-60.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $7,983 | $5,261+51.7% | $4,735+68.6% | $4,762+67.6% |
| Participant deferral / active EE | $7,266 | $7,109+2.2% | $6,709+8.3% | $5,850+24.2% |
| Admin fee / account holder | $12,498 | $12,120+3.1% | $10,261+21.8% | $11,596+7.8% |