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 | $144,074 | $165,335-12.9% | $149,696-3.8% | $158,922-9.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.28% | 348.15%-343.9pp | 276.60%-272.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $4,876 | $5,103-4.4% | $4,644+5.0% | $4,761+2.4% |
| Participant deferral / active EE | $10,000 | $7,181+39.3% | $6,842+46.2% | $5,982+67.2% |
| Admin fee / account holder | $18,778 | $10,807+73.8% | $9,309+101.7% | $11,246+67.0% |