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 | $165,799 | $114,237+45.1% | $119,258+39.0% | $167,490-1.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.29% | 29.87%-20.6pp | 30.69%-21.4pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,585 | $4,481-42.3% | $4,384-41.0% | $4,837-46.6% |
| Participant deferral / active EE | $5,595 | $6,084-8.0% | $6,111-8.4% | $6,341-11.8% |
| Admin fee / account holder | $1,467 | $8,932-83.6% | $7,226-79.7% | $12,309-88.1% |