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 | $176,479 | $165,335+6.7% | $149,696+17.9% | $158,922+11.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.27% | 348.15%-344.9pp | 276.60%-273.3pp | 302.83%-299.6pp |
| Employer contribution / active EE | $3,258 | $5,103-36.1% | $4,644-29.8% | $4,761-31.6% |
| Participant deferral / active EE | $9,784 | $7,181+36.2% | $6,842+43.0% | $5,982+63.6% |
| Admin fee / account holder | $746 | $10,807-93.1% | $9,309-92.0% | $11,246-93.4% |