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 | $163,173 | $179,726-9.2% | $156,263+4.4% | $142,382+14.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.16% | 77.86%-73.7pp | 59.47%-55.3pp | 217.08%-212.9pp |
| Employer contribution / active EE | $8,331 | $5,069+64.3% | $4,333+92.3% | $4,299+93.8% |
| Participant deferral / active EE | $7,561 | $6,956+8.7% | $6,158+22.8% | $6,507+16.2% |
| Admin fee / account holder | $961 | $17,272-94.4% | $14,255-93.3% | $12,624-92.4% |