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 | $188,207 | $210,648-10.7% | $177,989+5.7% | $145,922+29.0% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 7.05% | 385.86%-378.8pp | 294.48%-287.4pp | 561.29%-554.2pp |
| Employer contribution / active EE | $6,430 | $4,565+40.9% | $3,949+62.8% | $4,660+38.0% |
| Participant deferral / active EE | $9,722 | $6,958+39.7% | $6,276+54.9% | $6,688+45.4% |
| Admin fee / account holder | $8,275 | $12,013-31.1% | $10,363-20.2% | $13,397-38.2% |