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 | $149,742 | $179,726-16.7% | $156,263-4.2% | $142,382+5.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.22% | 77.86%-72.6pp | 59.47%-54.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $5,177 | $5,069+2.1% | $4,333+19.5% | $4,299+20.4% |
| Participant deferral / active EE | $6,602 | $6,956-5.1% | $6,158+7.2% | $6,507+1.4% |
| Admin fee / account holder | $14,393 | $17,272-16.7% | $14,255+1.0% | $12,624+14.0% |