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 | $163,895 | $159,602+2.7% | $150,045+9.2% | $142,382+15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.44% | 70.24%-65.8pp | 62.55%-58.1pp | 217.08%-212.6pp |
| Employer contribution / active EE | $4,754 | $4,961-4.2% | $4,693+1.3% | $4,299+10.6% |
| Participant deferral / active EE | $3,130 | $8,310-62.3% | $7,997-60.9% | $6,507-51.9% |
| Admin fee / account holder | $3,011 | $14,846-79.7% | $13,435-77.6% | $12,624-76.2% |