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 | $144,532 | $148,534-2.7% | $135,903+6.3% | $139,434+3.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.68% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $4,493 | $5,243-14.3% | $4,856-7.5% | $4,751-5.4% |
| Participant deferral / active EE | $8,191 | $8,100+1.1% | $7,758+5.6% | $6,710+22.1% |
| Admin fee / account holder | $61,987 | $12,400+399.9% | $10,762+476.0% | $11,403+443.6% |