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 | $153,615 | $159,602-3.8% | $150,045+2.4% | $142,382+7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.29% | 70.24%-59.9pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $4,134 | $4,961-16.7% | $4,693-11.9% | $4,299-3.8% |
| Participant deferral / active EE | $14,620 | $8,310+75.9% | $7,997+82.8% | $6,507+124.7% |
| Admin fee / account holder | $2,134 | $14,846-85.6% | $13,435-84.1% | $12,624-83.1% |