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 | $156,297 | $148,534+5.2% | $135,903+15.0% | $139,434+12.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.58% | 79.19%-71.6pp | 68.23%-60.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,456 | $5,243-72.2% | $4,856-70.0% | $4,751-69.4% |
| Participant deferral / active EE | $8,394 | $8,100+3.6% | $7,758+8.2% | $6,710+25.1% |
| Admin fee / account holder | $30,023 | $12,400+142.1% | $10,762+179.0% | $11,403+163.3% |