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 | $170,974 | $179,726-4.9% | $156,263+9.4% | $142,382+20.1% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.9%+0.3pp | 80.1%-1.0pp |
| Annual return | 9.08% | 77.86%-68.8pp | 59.47%-50.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $10,121 | $5,069+99.7% | $4,333+133.6% | $4,299+135.4% |
| Participant deferral / active EE | $6,493 | $6,956-6.7% | $6,158+5.4% | $6,507-0.2% |
| Admin fee / account holder | $3,333 | $17,272-80.7% | $14,255-76.6% | $12,624-73.6% |