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 | $135,580 | $157,256-13.8% | $141,162-4.0% | $152,861-11.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.50% | 64.32%-54.8pp | 71.39%-61.9pp | 345.32%-335.8pp |
| Employer contribution / active EE | $3,431 | $5,261-34.8% | $4,735-27.5% | $4,762-28.0% |
| Participant deferral / active EE | $7,643 | $7,109+7.5% | $6,709+13.9% | $5,850+30.6% |
| Admin fee / account holder | $18,292 | $12,120+50.9% | $10,261+78.3% | $11,596+57.7% |