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 | $194,004 | $177,572+9.3% | $154,803+25.3% | $142,382+36.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 8.94% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $5,276 | $4,810+9.7% | $4,305+22.5% | $4,299+22.7% |
| Participant deferral / active EE | $4,679 | $6,272-25.4% | $5,540-15.5% | $6,507-28.1% |
| Admin fee / account holder | $6,901 | $16,786-58.9% | $14,329-51.8% | $12,624-45.3% |