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 | $204,104 | $209,832-2.7% | $189,513+7.7% | $167,490+21.9% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 5.61% | 748.27%-742.7pp | 555.15%-549.5pp | 478.56%-473.0pp |
| Employer contribution / active EE | $2,414 | $6,914-65.1% | $6,162-60.8% | $4,837-50.1% |
| Participant deferral / active EE | $5,867 | $8,935-34.3% | $8,221-28.6% | $6,341-7.5% |
| Admin fee / account holder | $2,295 | $14,293-83.9% | $12,045-80.9% | $12,309-81.4% |