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 | $147,366 | $102,317+44.0% | $146,958+0.3% | $80,856+82.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 10.13% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,966 | $3,713+6.8% | $4,933-19.6% | $2,755+44.0% |
| Participant deferral / active EE | $9,348 | $6,644+40.7% | $8,070+15.8% | $4,296+117.6% |
| Admin fee / account holder | $6,144 | $7,941-22.6% | $12,998-52.7% | $6,918-11.2% |