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 | $198,320 | $214,378-7.5% | $200,582-1.1% | $142,382+39.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.75% | 46.41%-38.7pp | 42.33%-34.6pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,597 | $6,841-76.7% | $6,419-75.1% | $4,299-62.9% |
| Participant deferral / active EE | $7,399 | $9,865-25.0% | $9,331-20.7% | $6,507+13.7% |
| Admin fee / account holder | $11,269 | $17,692-36.3% | $16,305-30.9% | $12,624-10.7% |