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 | $163,643 | $114,237+43.2% | $119,258+37.2% | $167,490-2.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 6.23% | 29.87%-23.6pp | 30.69%-24.5pp | 478.56%-472.3pp |
| Employer contribution / active EE | $1,777 | $4,481-60.4% | $4,384-59.5% | $4,837-63.3% |
| Participant deferral / active EE | $2,422 | $6,084-60.2% | $6,111-60.4% | $6,341-61.8% |
| Admin fee / account holder | $1,384 | $8,932-84.5% | $7,226-80.8% | $12,309-88.8% |