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 | $149,371 | $157,256-5.0% | $141,162+5.8% | $152,861-2.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.35% | 64.32%-50.0pp | 71.39%-57.0pp | 345.32%-331.0pp |
| Employer contribution / active EE | $7,415 | $5,261+40.9% | $4,735+56.6% | $4,762+55.7% |
| Participant deferral / active EE | $8,302 | $7,109+16.8% | $6,709+23.7% | $5,850+41.9% |
| Admin fee / account holder | $922 | $12,120-92.4% | $10,261-91.0% | $11,596-92.1% |