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 | $185,298 | $209,411-11.5% | $178,490+3.8% | $158,922+16.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.60% | 188.75%-186.1pp | 151.07%-148.5pp | 302.83%-300.2pp |
| Employer contribution / active EE | $9,784 | $5,706+71.5% | $5,011+95.3% | $4,761+105.5% |
| Participant deferral / active EE | $6,077 | $5,954+2.1% | $5,202+16.8% | $5,982+1.6% |
| Admin fee / account holder | $7,798 | $17,074-54.3% | $13,984-44.2% | $11,246-30.7% |