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 | $150,433 | $149,734+0.5% | $118,925+26.5% | $158,922-5.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 2.92% | 19.95%-17.0pp | 35.88%-33.0pp | 302.83%-299.9pp |
| Employer contribution / active EE | $4,894 | $4,115+18.9% | $3,263+50.0% | $4,761+2.8% |
| Participant deferral / active EE | $6,526 | $5,223+24.9% | $4,265+53.0% | $5,982+9.1% |
| Admin fee / account holder | $82,246 | $8,603+856.0% | $6,581+1149.8% | $11,246+631.4% |