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 | $196,390 | $217,402-9.7% | $185,823+5.7% | $167,490+17.3% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 8.55% | 148.36%-139.8pp | 122.05%-113.5pp | 478.56%-470.0pp |
| Employer contribution / active EE | $7,437 | $5,873+26.6% | $5,167+43.9% | $4,837+53.7% |
| Participant deferral / active EE | $3,661 | $6,356-42.4% | $5,568-34.3% | $6,341-42.3% |
| Admin fee / account holder | $130,900 | $19,811+560.8% | $16,237+706.2% | $12,309+963.4% |