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 | $150,814 | $214,378-29.7% | $200,582-24.8% | $142,382+5.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.41% | 46.41%-43.0pp | 42.33%-38.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $18,707 | $6,841+173.4% | $6,419+191.4% | $4,299+335.1% |
| Participant deferral / active EE | $19,348 | $9,865+96.1% | $9,331+107.3% | $6,507+197.3% |
| Admin fee / account holder | $25,683 | $17,692+45.2% | $16,305+57.5% | $12,624+103.5% |