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 | $166,726 | $209,411-20.4% | $178,490-6.6% | $158,922+4.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.65% | 188.75%-183.1pp | 151.07%-145.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $9,555 | $5,706+67.4% | $5,011+90.7% | $4,761+100.7% |
| Participant deferral / active EE | $10,304 | $5,954+73.1% | $5,202+98.1% | $5,982+72.3% |
| Admin fee / account holder | $1,264 | $17,074-92.6% | $13,984-91.0% | $11,246-88.8% |