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 | $154,656 | $179,726-13.9% | $156,263-1.0% | $142,382+8.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.83% | 77.86%-74.0pp | 59.47%-55.6pp | 217.08%-213.2pp |
| Employer contribution / active EE | $2,400 | $5,069-52.7% | $4,333-44.6% | $4,299-44.2% |
| Participant deferral / active EE | $13,213 | $6,956+89.9% | $6,158+114.5% | $6,507+103.0% |
| Admin fee / account holder | $14,970 | $17,272-13.3% | $14,255+5.0% | $12,624+18.6% |