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 | $209,137 | $114,381+82.8% | $107,525+94.5% | $142,382+46.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.95% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.1pp |
| Employer contribution / active EE | $3,223 | $4,015-19.7% | $3,754-14.1% | $4,299-25.0% |
| Participant deferral / active EE | $12,929 | $5,564+132.4% | $5,116+152.7% | $6,507+98.7% |
| Admin fee / account holder | $2,507 | $9,860-74.6% | $8,919-71.9% | $12,624-80.1% |