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 | $209,961 | $209,411+0.3% | $178,490+17.6% | $158,922+32.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 5.03% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $9,054 | $5,706+58.7% | $5,011+80.7% | $4,761+90.2% |
| Participant deferral / active EE | $5,209 | $5,954-12.5% | $5,202+0.1% | $5,982-12.9% |
| Admin fee / account holder | $38,129 | $17,074+123.3% | $13,984+172.7% | $11,246+239.0% |