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 | $143,952 | $175,202-17.8% | $149,673-3.8% | $139,434+3.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.01% | 166.71%-156.7pp | 134.42%-124.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $6,080 | $5,474+11.1% | $4,818+26.2% | $4,751+28.0% |
| Participant deferral / active EE | $9,556 | $6,519+46.6% | $5,680+68.2% | $6,710+42.4% |
| Admin fee / account holder | $2,560 | $16,150-84.2% | $13,210-80.6% | $11,403-77.6% |