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 | $172,355 | $74,888+130.1% | $71,209+142.0% | $142,382+21.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 9.51% | 345.14%-335.6pp | 282.51%-273.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,019 | $2,854-29.3% | $2,721-25.8% | $4,299-53.0% |
| Participant deferral / active EE | $5,719 | $4,454+28.4% | $4,175+37.0% | $6,507-12.1% |
| Admin fee / account holder | $2,242 | $5,568-59.7% | $5,349-58.1% | $12,624-82.2% |