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 | $170,766 | $148,534+15.0% | $135,903+25.7% | $139,434+22.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.68% | 79.19%-73.5pp | 68.23%-62.5pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,274 | $5,243-75.7% | $4,856-73.8% | $4,751-73.2% |
| Participant deferral / active EE | $3,424 | $8,100-57.7% | $7,758-55.9% | $6,710-49.0% |
| Admin fee / account holder | $1,216 | $12,400-90.2% | $10,762-88.7% | $11,403-89.3% |