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 | $237,498 | $177,572+33.7% | $154,803+53.4% | $142,382+66.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.28% | 65.07%-54.8pp | 58.88%-48.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,262 | $4,810-53.0% | $4,305-47.5% | $4,299-47.4% |
| Participant deferral / active EE | $6,558 | $6,272+4.6% | $5,540+18.4% | $6,507+0.8% |
| Admin fee / account holder | $1,430 | $16,786-91.5% | $14,329-90.0% | $12,624-88.7% |