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 | $163,416 | $177,572-8.0% | $154,803+5.6% | $142,382+14.8% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 7.49% | 65.07%-57.6pp | 58.88%-51.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $9,586 | $4,810+99.3% | $4,305+122.7% | $4,299+123.0% |
| Participant deferral / active EE | $6,696 | $6,272+6.8% | $5,540+20.9% | $6,507+2.9% |
| Admin fee / account holder | $141,264 | $16,786+741.6% | $14,329+885.9% | $12,624+1019.0% |