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 | $208,533 | $176,056+18.4% | $159,436+30.8% | $167,490+24.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.73% | 331.75%-322.0pp | 263.57%-253.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,970 | $5,297-43.9% | $4,829-38.5% | $4,837-38.6% |
| Participant deferral / active EE | $8,511 | $7,750+9.8% | $7,352+15.8% | $6,341+34.2% |
| Admin fee / account holder | $12,618 | $12,554+0.5% | $10,799+16.8% | $12,309+2.5% |