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 | $142,381 | $154,228-7.7% | $145,433-2.1% | $137,256+3.7% |
| Participation rate | 77.3% | 83.8%-6.5pp | 82.1%-4.8pp | 80.0%-2.7pp |
| Annual return | 12.36% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $7,678 | $4,804+59.8% | $4,554+68.6% | $4,156+84.7% |
| Participant deferral / active EE | $7,795 | $8,216-5.1% | $7,897-1.3% | $6,407+21.7% |
| Admin fee / account holder | $4,993 | $14,344-65.2% | $13,129-62.0% | $12,270-59.3% |