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 | $164,582 | $175,202-6.1% | $149,673+10.0% | $139,434+18.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.71% | 166.71%-157.0pp | 134.42%-124.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $5,557 | $5,474+1.5% | $4,818+15.3% | $4,751+17.0% |
| Participant deferral / active EE | $20,063 | $6,519+207.8% | $5,680+253.2% | $6,710+199.0% |
| Admin fee / account holder | $1,302 | $16,150-91.9% | $13,210-90.1% | $11,403-88.6% |