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 | $150,826 | $183,963-18.0% | $162,163-7.0% | $152,861-1.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 9.86% | 150.76%-140.9pp | 115.59%-105.7pp | 345.32%-335.5pp |
| Employer contribution / active EE | $4,155 | $6,371-34.8% | $5,614-26.0% | $4,762-12.8% |
| Participant deferral / active EE | $8,358 | $8,034+4.0% | $7,298+14.5% | $5,850+42.9% |
| Admin fee / account holder | $12,104 | $13,121-7.8% | $10,843+11.6% | $11,596+4.4% |