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 | $151,669 | $159,602-5.0% | $150,045+1.1% | $142,382+6.5% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 11.99% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,291 | $4,961-53.8% | $4,693-51.2% | $4,299-46.7% |
| Participant deferral / active EE | $7,603 | $8,310-8.5% | $7,997-4.9% | $6,507+16.8% |
| Admin fee / account holder | $17,797 | $14,846+19.9% | $13,435+32.5% | $12,624+41.0% |