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 | $172,293 | $175,202-1.7% | $149,673+15.1% | $139,434+23.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.04% | 166.71%-165.7pp | 134.42%-133.4pp | 372.94%-371.9pp |
| Employer contribution / active EE | $1,166 | $5,474-78.7% | $4,818-75.8% | $4,751-75.5% |
| Participant deferral / active EE | $3,832 | $6,519-41.2% | $5,680-32.5% | $6,710-42.9% |
| Admin fee / account holder | $2,962 | $16,150-81.7% | $13,210-77.6% | $11,403-74.0% |