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 | $168,099 | $209,411-19.7% | $178,490-5.8% | $158,922+5.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.13% | 188.75%-182.6pp | 151.07%-144.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $3,209 | $5,706-43.8% | $5,011-36.0% | $4,761-32.6% |
| Participant deferral / active EE | $8,879 | $5,954+49.1% | $5,202+70.7% | $5,982+48.4% |
| Admin fee / account holder | $3,244 | $17,074-81.0% | $13,984-76.8% | $11,246-71.2% |