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 | $156,749 | $177,572-11.7% | $154,803+1.3% | $142,382+10.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.36% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $6,533 | $4,810+35.8% | $4,305+51.7% | $4,299+52.0% |
| Participant deferral / active EE | $3,791 | $6,272-39.6% | $5,540-31.6% | $6,507-41.7% |
| Admin fee / account holder | $7,762 | $16,786-53.8% | $14,329-45.8% | $12,624-38.5% |