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 | $156,987 | $154,228+1.8% | $145,433+7.9% | $137,256+14.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.83% | 74.59%-64.8pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $18,053 | $4,804+275.8% | $4,554+296.4% | $4,156+334.4% |
| Participant deferral / active EE | $9,196 | $8,216+11.9% | $7,897+16.4% | $6,407+43.5% |
| Admin fee / account holder | $5,280 | $14,344-63.2% | $13,129-59.8% | $12,270-57.0% |