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 | $200,901 | $179,726+11.8% | $156,263+28.6% | $142,382+41.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.90% | 77.86%-74.0pp | 59.47%-55.6pp | 217.08%-213.2pp |
| Employer contribution / active EE | $3,778 | $5,069-25.5% | $4,333-12.8% | $4,299-12.1% |
| Participant deferral / active EE | $5,547 | $6,956-20.3% | $6,158-9.9% | $6,507-14.8% |
| Admin fee / account holder | $845 | $17,272-95.1% | $14,255-94.1% | $12,624-93.3% |