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 | $176,586 | $176,812-0.1% | $146,665+20.4% | $167,490+5.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.10% | 24.03%-17.9pp | 22.74%-16.6pp | 478.56%-472.5pp |
| Employer contribution / active EE | $3,428 | $5,160-33.6% | $4,136-17.1% | $4,837-29.1% |
| Participant deferral / active EE | $7,543 | $6,440+17.1% | $5,506+37.0% | $6,341+19.0% |
| Admin fee / account holder | $89,596 | $13,259+575.7% | $10,280+771.6% | $12,309+627.9% |