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 | $169,328 | $177,572-4.6% | $154,803+9.4% | $142,382+18.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.71% | 65.07%-56.4pp | 58.88%-50.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,900 | $4,810-39.7% | $4,305-32.7% | $4,299-32.6% |
| Participant deferral / active EE | $5,623 | $6,272-10.3% | $5,540+1.5% | $6,507-13.6% |
| Admin fee / account holder | $12,185 | $16,786-27.4% | $14,329-15.0% | $12,624-3.5% |