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 | $193,028 | $159,602+20.9% | $150,045+28.6% | $142,382+35.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 7.90% | 70.24%-62.3pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $5,521 | $4,961+11.3% | $4,693+17.6% | $4,299+28.4% |
| Participant deferral / active EE | $3,926 | $8,310-52.8% | $7,997-50.9% | $6,507-39.7% |
| Admin fee / account holder | $177,597 | $14,846+1096.2% | $13,435+1221.9% | $12,624+1306.9% |