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 | $205,856 | $165,335+24.5% | $149,696+37.5% | $158,922+29.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.33% | 348.15%-346.8pp | 276.60%-275.3pp | 302.83%-301.5pp |
| Employer contribution / active EE | $3,052 | $5,103-40.2% | $4,644-34.3% | $4,761-35.9% |
| Participant deferral / active EE | $11,124 | $7,181+54.9% | $6,842+62.6% | $5,982+85.9% |
| Admin fee / account holder | $11,172 | $10,807+3.4% | $9,309+20.0% | $11,246-0.7% |