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 | $167,578 | $177,572-5.6% | $154,803+8.3% | $142,382+17.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.62% | 65.07%-59.5pp | 58.88%-53.3pp | 217.08%-211.5pp |
| Employer contribution / active EE | $2,669 | $4,810-44.5% | $4,305-38.0% | $4,299-37.9% |
| Participant deferral / active EE | $10,333 | $6,272+64.8% | $5,540+86.5% | $6,507+58.8% |
| Admin fee / account holder | $1,913 | $16,786-88.6% | $14,329-86.6% | $12,624-84.8% |