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 | $146,024 | $148,534-1.7% | $135,903+7.4% | $139,434+4.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.76% | 79.19%-70.4pp | 68.23%-59.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $2,495 | $5,243-52.4% | $4,856-48.6% | $4,751-47.5% |
| Participant deferral / active EE | $10,994 | $8,100+35.7% | $7,758+41.7% | $6,710+63.8% |
| Admin fee / account holder | $73,398 | $12,400+491.9% | $10,762+582.0% | $11,403+543.7% |