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 | $159,444 | $209,411-23.9% | $178,490-10.7% | $158,922+0.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.59% | 188.75%-187.2pp | 151.07%-149.5pp | 302.83%-301.2pp |
| Employer contribution / active EE | $2,610 | $5,706-54.3% | $5,011-47.9% | $4,761-45.2% |
| Participant deferral / active EE | $11,681 | $5,954+96.2% | $5,202+124.6% | $5,982+95.3% |
| Admin fee / account holder | $1,278 | $17,074-92.5% | $13,984-90.9% | $11,246-88.6% |