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 | $178,521 | $209,832-14.9% | $189,513-5.8% | $167,490+6.6% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 8.96% | 748.27%-739.3pp | 555.15%-546.2pp | 478.56%-469.6pp |
| Employer contribution / active EE | $8,358 | $6,914+20.9% | $6,162+35.7% | $4,837+72.8% |
| Participant deferral / active EE | $10,376 | $8,935+16.1% | $8,221+26.2% | $6,341+63.6% |
| Admin fee / account holder | $1,685 | $14,293-88.2% | $12,045-86.0% | $12,309-86.3% |