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 | $161,364 | $177,572-9.1% | $154,803+4.2% | $142,382+13.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.67% | 65.07%-61.4pp | 58.88%-55.2pp | 217.08%-213.4pp |
| Employer contribution / active EE | $4,320 | $4,810-10.2% | $4,305+0.3% | $4,299+0.5% |
| Participant deferral / active EE | $10,800 | $6,272+72.2% | $5,540+94.9% | $6,507+66.0% |
| Admin fee / account holder | $999 | $16,786-94.0% | $14,329-93.0% | $12,624-92.1% |