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 | $190,910 | $177,572+7.5% | $154,803+23.3% | $142,382+34.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.96% | 65.07%-57.1pp | 58.88%-50.9pp | 217.08%-209.1pp |
| Employer contribution / active EE | $12,399 | $4,810+157.7% | $4,305+188.0% | $4,299+188.4% |
| Participant deferral / active EE | $6,714 | $6,272+7.1% | $5,540+21.2% | $6,507+3.2% |
| Admin fee / account holder | $1,517 | $16,786-91.0% | $14,329-89.4% | $12,624-88.0% |