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 | $169,032 | $179,726-6.0% | $156,263+8.2% | $142,382+18.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.45% | 77.86%-73.4pp | 59.47%-55.0pp | 217.08%-212.6pp |
| Employer contribution / active EE | $1,388 | $5,069-72.6% | $4,333-68.0% | $4,299-67.7% |
| Participant deferral / active EE | $5,000 | $6,956-28.1% | $6,158-18.8% | $6,507-23.2% |
| Admin fee / account holder | $2,714 | $17,272-84.3% | $14,255-81.0% | $12,624-78.5% |