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 | $226,220 | $198,466+14.0% | $170,442+32.7% | $147,584+53.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 7.24% | 257.29%-250.1pp | 205.93%-198.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $2,183 | $6,184-64.7% | $5,433-59.8% | $4,876-55.2% |
| Participant deferral / active EE | $6,875 | $5,629+22.1% | $4,939+39.2% | $5,439+26.4% |
| Admin fee / account holder | $3,100 | $16,852-81.6% | $13,880-77.7% | $10,885-71.5% |