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 | $163,883 | $179,726-8.8% | $156,263+4.9% | $142,382+15.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.27% | 77.86%-71.6pp | 59.47%-53.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,315 | $5,069-74.1% | $4,333-69.7% | $4,299-69.4% |
| Participant deferral / active EE | $3,394 | $6,956-51.2% | $6,158-44.9% | $6,507-47.9% |
| Admin fee / account holder | $6,845 | $17,272-60.4% | $14,255-52.0% | $12,624-45.8% |