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 | $182,111 | $185,822-2.0% | $169,993+7.1% | $139,434+30.6% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 9.59% | 60.50%-50.9pp | 53.37%-43.8pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,941 | $7,590-74.4% | $6,785-71.4% | $4,751-59.1% |
| Participant deferral / active EE | $6,316 | $11,622-45.7% | $10,408-39.3% | $6,710-5.9% |
| Admin fee / account holder | $9,885 | $15,381-35.7% | $12,815-22.9% | $11,403-13.3% |