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 | $235,538 | $177,572+32.6% | $154,803+52.2% | $142,382+65.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.45% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $17,158 | $4,810+256.7% | $4,305+298.5% | $4,299+299.1% |
| Participant deferral / active EE | $9,083 | $6,272+44.8% | $5,540+63.9% | $6,507+39.6% |
| Admin fee / account holder | $6,564 | $16,786-60.9% | $14,329-54.2% | $12,624-48.0% |