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 | $182,326 | $165,335+10.3% | $149,696+21.8% | $158,922+14.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 8.09% | 348.15%-340.1pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $4,367 | $5,103-14.4% | $4,644-6.0% | $4,761-8.3% |
| Participant deferral / active EE | $17,085 | $7,181+137.9% | $6,842+149.7% | $5,982+185.6% |
| Admin fee / account holder | $33,802 | $10,807+212.8% | $9,309+263.1% | $11,246+200.6% |