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 | $148,476 | $177,572-16.4% | $154,803-4.1% | $142,382+4.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.40% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $10,845 | $4,810+125.4% | $4,305+151.9% | $4,299+152.3% |
| Participant deferral / active EE | $9,633 | $6,272+53.6% | $5,540+73.9% | $6,507+48.0% |
| Admin fee / account holder | $425 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |