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 | $160,735 | $176,056-8.7% | $159,436+0.8% | $167,490-4.0% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.66% | 331.75%-331.1pp | 263.57%-262.9pp | 478.56%-477.9pp |
| Employer contribution / active EE | $19,665 | $5,297+271.2% | $4,829+307.2% | $4,837+306.5% |
| Participant deferral / active EE | $11,195 | $7,750+44.4% | $7,352+52.3% | $6,341+76.5% |
| Admin fee / account holder | $17,517 | $12,554+39.5% | $10,799+62.2% | $12,309+42.3% |