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 | $186,774 | $179,726+3.9% | $156,263+19.5% | $142,382+31.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 8.61% | 77.86%-69.2pp | 59.47%-50.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,616 | $5,069-48.4% | $4,333-39.6% | $4,299-39.1% |
| Participant deferral / active EE | $4,732 | $6,956-32.0% | $6,158-23.2% | $6,507-27.3% |
| Admin fee / account holder | $14,327 | $17,272-17.1% | $14,255+0.5% | $12,624+13.5% |