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 | $175,595 | $198,466-11.5% | $170,442+3.0% | $147,584+19.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.35% | 257.29%-255.9pp | 205.93%-204.6pp | 578.55%-577.2pp |
| Employer contribution / active EE | $18,431 | $6,184+198.1% | $5,433+239.3% | $4,876+278.0% |
| Participant deferral / active EE | $7,875 | $5,629+39.9% | $4,939+59.4% | $5,439+44.8% |
| Admin fee / account holder | $9,234 | $16,852-45.2% | $13,880-33.5% | $10,885-15.2% |