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 | $217,735 | $106,584+104.3% | $101,326+114.9% | $142,382+52.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.51% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,528 | $3,956-10.8% | $3,665-3.7% | $4,299-17.9% |
| Participant deferral / active EE | $15,667 | $8,297+88.8% | $7,994+96.0% | $6,507+140.8% |
| Admin fee / account holder | $9,993 | $11,446-12.7% | $11,185-10.7% | $12,624-20.8% |