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 | $157,684 | $183,519-14.1% | $155,509+1.4% | $145,922+8.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.72% | 61.17%-54.4pp | 64.67%-57.9pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,464 | $5,313-72.5% | $4,672-68.7% | $4,660-68.6% |
| Participant deferral / active EE | $2,807 | $6,462-56.6% | $5,626-50.1% | $6,688-58.0% |
| Admin fee / account holder | $78,375 | $19,313+305.8% | $15,912+392.6% | $13,397+485.0% |