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 | $196,230 | $197,591-0.7% | $177,821+10.4% | $158,922+23.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 4.86% | 58.76%-53.9pp | 48.32%-43.5pp | 302.83%-298.0pp |
| Employer contribution / active EE | $3,253 | $6,697-51.4% | $5,918-45.0% | $4,761-31.7% |
| Participant deferral / active EE | $10,324 | $8,405+22.8% | $7,714+33.8% | $5,982+72.6% |
| Admin fee / account holder | $120,294 | $15,399+681.2% | $12,427+868.0% | $11,246+969.7% |