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 | $198,979 | $198,466+0.3% | $170,442+16.7% | $147,584+34.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 7.01% | 257.29%-250.3pp | 205.93%-198.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $7,548 | $6,184+22.1% | $5,433+38.9% | $4,876+54.8% |
| Participant deferral / active EE | $5,809 | $5,629+3.2% | $4,939+17.6% | $5,439+6.8% |
| Admin fee / account holder | $56,491 | $16,852+235.2% | $13,880+307.0% | $10,885+419.0% |