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 | $222,315 | $124,281+78.9% | $109,143+103.7% | $167,490+32.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 2.60% | 26.04%-23.4pp | 25.75%-23.1pp | 478.56%-476.0pp |
| Employer contribution / active EE | $1,737 | $4,207-58.7% | $3,722-53.3% | $4,837-64.1% |
| Participant deferral / active EE | $9,338 | $5,255+77.7% | $4,653+100.7% | $6,341+47.3% |
| Admin fee / account holder | $867 | $7,970-89.1% | $6,752-87.2% | $12,309-93.0% |