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 | $149,325 | $177,572-15.9% | $154,803-3.5% | $142,382+4.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.94% | 65.07%-59.1pp | 58.88%-52.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $7,711 | $4,810+60.3% | $4,305+79.1% | $4,299+79.4% |
| Participant deferral / active EE | $5,558 | $6,272-11.4% | $5,540+0.3% | $6,507-14.6% |
| Admin fee / account holder | $141,787 | $16,786+744.7% | $14,329+889.5% | $12,624+1023.2% |