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 | $156,175 | $176,662-11.6% | $130,648+19.5% | $152,861+2.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 71.7%+17.1pp | 82.4%+6.4pp |
| Annual return | 0.51% | 2692.24%-2691.7pp | 1708.96%-1708.4pp | 345.32%-344.8pp |
| Employer contribution / active EE | $8,509 | $5,742+48.2% | $4,092+108.0% | $4,762+78.7% |
| Participant deferral / active EE | $4,407 | $4,361+1.0% | $3,603+22.3% | $5,850-24.7% |
| Admin fee / account holder | $1,108 | $7,133-84.5% | $5,464-79.7% | $11,596-90.4% |