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 | $161,297 | $176,812-8.8% | $146,665+10.0% | $167,490-3.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.41% | 24.03%-15.6pp | 22.74%-14.3pp | 478.56%-470.2pp |
| Employer contribution / active EE | $3,678 | $5,160-28.7% | $4,136-11.1% | $4,837-24.0% |
| Participant deferral / active EE | $11,143 | $6,440+73.0% | $5,506+102.4% | $6,341+75.7% |
| Admin fee / account holder | $10,555 | $13,259-20.4% | $10,280+2.7% | $12,309-14.2% |