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 | $179,726-2.2% | $156,263+12.5% | $142,382+23.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.24% | 77.86%-73.6pp | 59.47%-55.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $8,333 | $5,069+64.4% | $4,333+92.3% | $4,299+93.8% |
| Participant deferral / active EE | $2,568 | $6,956-63.1% | $6,158-58.3% | $6,507-60.5% |
| Admin fee / account holder | $4,813 | $17,272-72.1% | $14,255-66.2% | $12,624-61.9% |