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 | $169,356 | $198,466-14.7% | $170,442-0.6% | $147,584+14.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.17% | 257.29%-255.1pp | 205.93%-203.8pp | 578.55%-576.4pp |
| Employer contribution / active EE | $5,513 | $6,184-10.8% | $5,433+1.5% | $4,876+13.1% |
| Participant deferral / active EE | $5,011 | $5,629-11.0% | $4,939+1.4% | $5,439-7.9% |
| Admin fee / account holder | $1,443 | $16,852-91.4% | $13,880-89.6% | $10,885-86.7% |