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 | $154,932 | $162,781-4.8% | $133,956+15.7% | $158,922-2.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.25% | 41.94%-37.7pp | 45.09%-40.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $3,642 | $4,975-26.8% | $3,919-7.1% | $4,761-23.5% |
| Participant deferral / active EE | $3,491 | $5,911-40.9% | $5,048-30.8% | $5,982-41.6% |
| Admin fee / account holder | $444 | $11,736-96.2% | $8,927-95.0% | $11,246-96.1% |