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 | $184,053 | $183,519+0.3% | $155,509+18.4% | $145,922+26.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 7.23% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,974 | $5,313-44.0% | $4,672-36.4% | $4,660-36.2% |
| Participant deferral / active EE | $8,898 | $6,462+37.7% | $5,626+58.1% | $6,688+33.0% |
| Admin fee / account holder | $2,554 | $19,313-86.8% | $15,912-83.9% | $13,397-80.9% |