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 | $204,603 | $175,202+16.8% | $149,673+36.7% | $139,434+46.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.71% | 166.71%-165.0pp | 134.42%-132.7pp | 372.94%-371.2pp |
| Employer contribution / active EE | $3,806 | $5,474-30.5% | $4,818-21.0% | $4,751-19.9% |
| Participant deferral / active EE | $6,311 | $6,519-3.2% | $5,680+11.1% | $6,710-6.0% |
| Admin fee / account holder | $2,760 | $16,150-82.9% | $13,210-79.1% | $11,403-75.8% |