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 | $155,541 | $175,202-11.2% | $149,673+3.9% | $139,434+11.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.11% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,945 | $5,474-64.5% | $4,818-59.6% | $4,751-59.1% |
| Participant deferral / active EE | $4,202 | $6,519-35.5% | $5,680-26.0% | $6,710-37.4% |
| Admin fee / account holder | $10,055 | $16,150-37.7% | $13,210-23.9% | $11,403-11.8% |