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 | $209,452 | $209,4110% | $178,490+17.3% | $158,922+31.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 6.05% | 188.75%-182.7pp | 151.07%-145.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $3,131 | $5,706-45.1% | $5,011-37.5% | $4,761-34.2% |
| Participant deferral / active EE | $7,892 | $5,954+32.5% | $5,202+51.7% | $5,982+31.9% |
| Admin fee / account holder | $6,891 | $17,074-59.6% | $13,984-50.7% | $11,246-38.7% |