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 | $193,223 | $148,534+30.1% | $135,903+42.2% | $139,434+38.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.66% | 79.19%-67.5pp | 68.23%-56.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $5,400 | $5,243+3.0% | $4,856+11.2% | $4,751+13.7% |
| Participant deferral / active EE | $10,375 | $8,100+28.1% | $7,758+33.7% | $6,710+54.6% |
| Admin fee / account holder | $37,812 | $12,400+204.9% | $10,762+251.3% | $11,403+231.6% |