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 | $164,090 | $183,519-10.6% | $155,509+5.5% | $145,922+12.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.39% | 61.17%-55.8pp | 64.67%-59.3pp | 561.29%-555.9pp |
| Employer contribution / active EE | $5,429 | $5,313+2.2% | $4,672+16.2% | $4,660+16.5% |
| Participant deferral / active EE | $4,512 | $6,462-30.2% | $5,626-19.8% | $6,688-32.5% |
| Admin fee / account holder | $125,438 | $19,313+549.5% | $15,912+688.3% | $13,397+836.3% |