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 | $179,726-6.5% | $156,263+7.6% | $142,382+18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.02% | 77.86%-70.8pp | 59.47%-52.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $4,222 | $5,069-16.7% | $4,333-2.6% | $4,299-1.8% |
| Participant deferral / active EE | $5,755 | $6,956-17.3% | $6,158-6.5% | $6,507-11.6% |
| Admin fee / account holder | $64,415 | $17,272+272.9% | $14,255+351.9% | $12,624+410.3% |