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 | $189,491 | $148,534+27.6% | $135,903+39.4% | $139,434+35.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.24% | 79.19%-70.0pp | 68.23%-59.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $3,623 | $5,243-30.9% | $4,856-25.4% | $4,751-23.7% |
| Participant deferral / active EE | $7,696 | $8,100-5.0% | $7,758-0.8% | $6,710+14.7% |
| Admin fee / account holder | $664 | $12,400-94.6% | $10,762-93.8% | $11,403-94.2% |