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 | $162,656 | $157,256+3.4% | $141,162+15.2% | $152,861+6.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.41% | 64.32%-61.9pp | 71.39%-69.0pp | 345.32%-342.9pp |
| Employer contribution / active EE | $14,426 | $5,261+174.2% | $4,735+204.7% | $4,762+202.9% |
| Participant deferral / active EE | $8,229 | $7,109+15.7% | $6,709+22.6% | $5,850+40.7% |
| Admin fee / account holder | $3,923 | $12,120-67.6% | $10,261-61.8% | $11,596-66.2% |