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 | $165,425 | $159,934+3.4% | $147,005+12.5% | $145,959+13.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 8.01% | 98.24%-90.2pp | 418.76%-410.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $4,932 | $5,287-6.7% | $4,9340% | $4,661+5.8% |
| Participant deferral / active EE | $10,833 | $8,427+28.6% | $8,070+34.2% | $6,689+62.0% |
| Admin fee / account holder | $14,484 | $15,053-3.8% | $13,006+11.4% | $13,398+8.1% |