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 | $175,797 | $178,174-1.3% | $156,181+12.6% | $137,256+28.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.24% | 84.19%-80.0pp | 64.87%-60.6pp | 220.34%-216.1pp |
| Employer contribution / active EE | $8,333 | $4,972+67.6% | $4,294+94.1% | $4,156+100.5% |
| Participant deferral / active EE | $2,568 | $6,888-62.7% | $6,132-58.1% | $6,407-59.9% |
| Admin fee / account holder | $4,813 | $17,404-72.3% | $14,586-67.0% | $12,270-60.8% |