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 | $139,597 | $148,534-6.0% | $135,903+2.7% | $139,434+0.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.04% | 79.19%-78.1pp | 68.23%-67.2pp | 372.94%-371.9pp |
| Employer contribution / active EE | $1,783 | $5,243-66.0% | $4,856-63.3% | $4,751-62.5% |
| Participant deferral / active EE | $10,436 | $8,100+28.8% | $7,758+34.5% | $6,710+55.5% |
| Admin fee / account holder | $9,263 | $12,400-25.3% | $10,762-13.9% | $11,403-18.8% |