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 6-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 | $149,305 | $148,534+0.5% | $135,903+9.9% | $139,434+7.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 9.46% | 79.19%-69.7pp | 68.23%-58.8pp | 372.94%-363.5pp |
| Employer contribution / active EE | $5,766 | $5,243+10.0% | $4,856+18.7% | $4,751+21.4% |
| Participant deferral / active EE | $7,328 | $8,100-9.5% | $7,758-5.5% | $6,710+9.2% |
| Admin fee / account holder | $1,464 | $12,400-88.2% | $10,762-86.4% | $11,403-87.2% |