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 | $160,545 | $154,117+4.2% | $129,995+23.5% | $139,434+15.1% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 7.48% | 32.48%-25.0pp | -137.18%+144.7pp | 372.94%-365.5pp |
| Employer contribution / active EE | $4,993 | $5,289-5.6% | $4,320+15.6% | $4,751+5.1% |
| Participant deferral / active EE | $7,207 | $6,710+7.4% | $5,820+23.8% | $6,710+7.4% |
| Admin fee / account holder | $451 | $14,007-96.8% | $10,614-95.8% | $11,403-96.0% |