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 | $181,028 | $177,572+1.9% | $154,803+16.9% | $142,382+27.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.88% | 65.07%-63.2pp | 58.88%-57.0pp | 217.08%-215.2pp |
| Employer contribution / active EE | $10,280 | $4,810+113.7% | $4,305+138.8% | $4,299+139.1% |
| Participant deferral / active EE | $5,169 | $6,272-17.6% | $5,540-6.7% | $6,507-20.6% |
| Admin fee / account holder | $6,983 | $16,786-58.4% | $14,329-51.3% | $12,624-44.7% |