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 | $152,539 | $157,256-3.0% | $141,162+8.1% | $152,861-0.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.55% | 64.32%-51.8pp | 71.39%-58.8pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,842 | $5,261-65.0% | $4,735-61.1% | $4,762-61.3% |
| Participant deferral / active EE | $28,225 | $7,109+297.0% | $6,709+320.7% | $5,850+382.5% |
| Admin fee / account holder | $18,428 | $12,120+52.0% | $10,261+79.6% | $11,596+58.9% |