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 | $158,274 | $183,963-14.0% | $162,163-2.4% | $152,861+3.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 6.73% | 150.76%-144.0pp | 115.59%-108.9pp | 345.32%-338.6pp |
| Employer contribution / active EE | $5,351 | $6,371-16.0% | $5,614-4.7% | $4,762+12.4% |
| Participant deferral / active EE | $7,310 | $8,034-9.0% | $7,298+0.2% | $5,850+24.9% |
| Admin fee / account holder | $9,601 | $13,121-26.8% | $10,843-11.4% | $11,596-17.2% |