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 | $148,981 | $172,111-13.4% | $150,298-0.9% | $137,256+8.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.55% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,926 | $4,636+27.8% | $4,154+42.7% | $4,156+42.6% |
| Participant deferral / active EE | $7,750 | $6,166+25.7% | $5,453+42.1% | $6,407+21.0% |
| Admin fee / account holder | $24,520 | $16,471+48.9% | $14,116+73.7% | $12,270+99.8% |