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 | $163,759 | $111,754+46.5% | $103,333+58.5% | $145,922+12.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.31% | 24.77%-21.5pp | 24.88%-21.6pp | 561.29%-558.0pp |
| Employer contribution / active EE | $7,327 | $4,212+73.9% | $3,868+89.4% | $4,660+57.2% |
| Participant deferral / active EE | $6,287 | $5,619+11.9% | $5,057+24.3% | $6,688-6.0% |
| Admin fee / account holder | $9,557 | $9,750-2.0% | $8,355+14.4% | $13,397-28.7% |