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 | $195,854 | $197,591-0.9% | $177,821+10.1% | $158,922+23.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.79% | 58.76%-53.0pp | 48.32%-42.5pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,697 | $6,697-74.7% | $5,918-71.3% | $4,761-64.4% |
| Participant deferral / active EE | $6,119 | $8,405-27.2% | $7,714-20.7% | $5,982+2.3% |
| Admin fee / account holder | $5,470 | $15,399-64.5% | $12,427-56.0% | $11,246-51.4% |