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 | $198,320 | $209,336-5.3% | $197,124+0.6% | $137,256+44.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.75% | 48.09%-40.3pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,597 | $6,591-75.8% | $6,227-74.4% | $4,156-61.6% |
| Participant deferral / active EE | $7,399 | $9,614-23.0% | $9,135-19.0% | $6,407+15.5% |
| Admin fee / account holder | $11,269 | $17,308-34.9% | $16,298-30.9% | $12,270-8.2% |