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 | $208,601 | $209,411-0.4% | $178,490+16.9% | $158,922+31.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 5.54% | 188.75%-183.2pp | 151.07%-145.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $9,138 | $5,706+60.1% | $5,011+82.4% | $4,761+91.9% |
| Participant deferral / active EE | $5,975 | $5,954+0.3% | $5,202+14.9% | $5,982-0.1% |
| Admin fee / account holder | $1,558 | $17,074-90.9% | $13,984-88.9% | $11,246-86.1% |