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 | $212,112 | $183,963+15.3% | $162,163+30.8% | $152,861+38.8% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 7.47% | 150.76%-143.3pp | 115.59%-108.1pp | 345.32%-337.8pp |
| Employer contribution / active EE | $3,815 | $6,371-40.1% | $5,614-32.0% | $4,762-19.9% |
| Participant deferral / active EE | $8,071 | $8,034+0.5% | $7,298+10.6% | $5,850+38.0% |
| Admin fee / account holder | $15,835 | $13,121+20.7% | $10,843+46.0% | $11,596+36.6% |