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 | $144,992 | $177,572-18.3% | $154,803-6.3% | $142,382+1.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.36% | 65.07%-59.7pp | 58.88%-53.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $21,557 | $4,810+348.1% | $4,305+400.7% | $4,299+401.4% |
| Participant deferral / active EE | $6,543 | $6,272+4.3% | $5,540+18.1% | $6,507+0.6% |
| Admin fee / account holder | $581,499 | $16,786+3364.2% | $14,329+3958.2% | $12,624+4506.4% |