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 | $182,532 | $179,726+1.6% | $156,263+16.8% | $142,382+28.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.87% | 77.86%-69.0pp | 59.47%-50.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $4,120 | $5,069-18.7% | $4,333-4.9% | $4,299-4.2% |
| Participant deferral / active EE | $10,620 | $6,956+52.7% | $6,158+72.4% | $6,507+63.2% |
| Admin fee / account holder | $65,256 | $17,272+277.8% | $14,255+357.8% | $12,624+416.9% |