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 | $168,088 | $178,174-5.7% | $156,181+7.6% | $137,256+22.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.02% | 84.19%-77.2pp | 64.87%-57.9pp | 220.34%-213.3pp |
| Employer contribution / active EE | $4,222 | $4,972-15.1% | $4,294-1.7% | $4,156+1.6% |
| Participant deferral / active EE | $5,755 | $6,888-16.4% | $6,132-6.2% | $6,407-10.2% |
| Admin fee / account holder | $64,415 | $17,404+270.1% | $14,586+341.6% | $12,270+425.0% |