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 | $167,350 | $140,940+18.7% | $112,229+49.1% | $139,434+20.0% |
| Participation rate | 84.6% | 79.2%+5.4pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 7.54% | 32.71%-25.2pp | 30.20%-22.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $4,657 | $4,283+8.7% | $3,430+35.8% | $4,751-2.0% |
| Participant deferral / active EE | $5,777 | $5,874-1.7% | $4,798+20.4% | $6,710-13.9% |
| Admin fee / account holder | $26,630 | $9,954+167.5% | $7,748+243.7% | $11,403+133.5% |