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 | $181,561 | $179,726+1.0% | $156,263+16.2% | $142,382+27.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.55% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,878 | $5,069-3.8% | $4,333+12.6% | $4,299+13.5% |
| Participant deferral / active EE | $8,376 | $6,956+20.4% | $6,158+36.0% | $6,507+28.7% |
| Admin fee / account holder | $162,471 | $17,272+840.7% | $14,255+1039.8% | $12,624+1187.0% |