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 | $211,723 | $202,432+4.6% | $169,368+25.0% | $139,434+51.8% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 0.06% | 531.74%-531.7pp | 405.60%-405.5pp | 372.94%-372.9pp |
| Employer contribution / active EE | $12,876 | $4,692+174.4% | $4,013+220.9% | $4,751+171.0% |
| Participant deferral / active EE | $10,223 | $6,938+47.3% | $6,221+64.3% | $6,710+52.3% |
| Admin fee / account holder | $12,522 | $10,708+16.9% | $9,003+39.1% | $11,403+9.8% |