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 | $144,147 | $163,101-11.6% | $136,749+5.4% | $142,382+1.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.21% | 27.54%-18.3pp | 24.33%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $3,029 | $4,117-26.4% | $3,400-10.9% | $4,299-29.6% |
| Participant deferral / active EE | $7,794 | $5,585+39.6% | $4,692+66.1% | $6,507+19.8% |
| Admin fee / account holder | $7,145 | $14,318-50.1% | $11,386-37.2% | $12,624-43.4% |