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 | $169,660 | $165,984+2.2% | $164,813+2.9% | $145,922+16.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.37% | 100.03%-91.7pp | 69.93%-61.6pp | 561.29%-552.9pp |
| Employer contribution / active EE | $5,494 | $5,273+4.2% | $4,341+26.6% | $4,660+17.9% |
| Participant deferral / active EE | $8,377 | $6,959+20.4% | $6,031+38.9% | $6,688+25.3% |
| Admin fee / account holder | $44,456 | $16,648+167.0% | $12,690+250.3% | $13,397+231.8% |