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 | $181,328 | $209,832-13.6% | $189,513-4.3% | $167,490+8.3% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 8.00% | 748.27%-740.3pp | 555.15%-547.2pp | 478.56%-470.6pp |
| Employer contribution / active EE | $3,994 | $6,914-42.2% | $6,162-35.2% | $4,837-17.4% |
| Participant deferral / active EE | $7,480 | $8,935-16.3% | $8,221-9.0% | $6,341+18.0% |
| Admin fee / account holder | $3,814 | $14,293-73.3% | $12,045-68.3% | $12,309-69.0% |