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 5-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 | $148,082 | $202,432-26.8% | $169,368-12.6% | $139,434+6.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.10% | 531.74%-524.6pp | 405.60%-398.5pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,055 | $4,692-77.5% | $4,013-73.7% | $4,751-77.8% |
| Participant deferral / active EE | $6,164 | $6,938-11.2% | $6,221-0.9% | $6,710-8.1% |
| Admin fee / account holder | $1,464 | $10,708-86.3% | $9,003-83.7% | $11,403-87.2% |