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 | $140,928 | $157,256-10.4% | $141,162-0.2% | $152,861-7.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.24% | 64.32%-58.1pp | 71.39%-65.2pp | 345.32%-339.1pp |
| Employer contribution / active EE | $6,505 | $5,261+23.6% | $4,735+37.4% | $4,762+36.6% |
| Participant deferral / active EE | $13,357 | $7,109+87.9% | $6,709+99.1% | $5,850+128.3% |
| Admin fee / account holder | $12,788 | $12,120+5.5% | $10,261+24.6% | $11,596+10.3% |