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 | $170,879 | $214,378-20.3% | $200,582-14.8% | $142,382+20.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.27% | 46.41%-43.1pp | 42.33%-39.1pp | 217.08%-213.8pp |
| Employer contribution / active EE | $2,856 | $6,841-58.3% | $6,419-55.5% | $4,299-33.6% |
| Participant deferral / active EE | $3,332 | $9,865-66.2% | $9,331-64.3% | $6,507-48.8% |
| Admin fee / account holder | $63,823 | $17,692+260.7% | $16,305+291.4% | $12,624+405.6% |