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 | $143,736 | $176,056-18.4% | $159,436-9.8% | $167,490-14.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 6.85% | 331.75%-324.9pp | 263.57%-256.7pp | 478.56%-471.7pp |
| Employer contribution / active EE | $5,104 | $5,297-3.7% | $4,829+5.7% | $4,837+5.5% |
| Participant deferral / active EE | $10,627 | $7,750+37.1% | $7,352+44.5% | $6,341+67.6% |
| Admin fee / account holder | $224,494 | $12,554+1688.2% | $10,799+1978.9% | $12,309+1723.8% |