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 | $153,267 | $179,726-14.7% | $156,263-1.9% | $142,382+7.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.52% | 77.86%-69.3pp | 59.47%-50.9pp | 217.08%-208.6pp |
| Employer contribution / active EE | $3,064 | $5,069-39.6% | $4,333-29.3% | $4,299-28.7% |
| Participant deferral / active EE | $6,973 | $6,956+0.2% | $6,158+13.2% | $6,507+7.2% |
| Admin fee / account holder | $1,006 | $17,272-94.2% | $14,255-92.9% | $12,624-92.0% |