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 | $171,621 | $172,111-0.3% | $150,298+14.2% | $137,256+25.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.17% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $6,531 | $4,636+40.9% | $4,154+57.2% | $4,156+57.1% |
| Participant deferral / active EE | $6,320 | $6,166+2.5% | $5,453+15.9% | $6,407-1.4% |
| Admin fee / account holder | $1,123 | $16,471-93.2% | $14,116-92.0% | $12,270-90.8% |