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 | $162,101 | $159,602+1.6% | $150,045+8.0% | $142,382+13.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 6.31% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $5,867 | $4,961+18.3% | $4,693+25.0% | $4,299+36.5% |
| Participant deferral / active EE | $9,738 | $8,310+17.2% | $7,997+21.8% | $6,507+49.7% |
| Admin fee / account holder | $211,539 | $14,846+1324.8% | $13,435+1474.6% | $12,624+1575.7% |