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 | $209,091 | $209,411-0.2% | $178,490+17.1% | $158,922+31.6% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 5.98% | 188.75%-182.8pp | 151.07%-145.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $7,943 | $5,706+39.2% | $5,011+58.5% | $4,761+66.8% |
| Participant deferral / active EE | $5,582 | $5,954-6.2% | $5,202+7.3% | $5,982-6.7% |
| Admin fee / account holder | $6,517 | $17,074-61.8% | $13,984-53.4% | $11,246-42.0% |