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 | $217,955 | $154,117+41.4% | $129,995+67.7% | $139,434+56.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.52% | 32.48%-25.0pp | -137.18%+144.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $16,792 | $5,289+217.5% | $4,320+288.7% | $4,751+253.5% |
| Participant deferral / active EE | $8,571 | $6,710+27.7% | $5,820+47.3% | $6,710+27.7% |
| Admin fee / account holder | $1,723 | $14,007-87.7% | $10,614-83.8% | $11,403-84.9% |