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 | $198,788 | $112,729+76.3% | $98,716+101.4% | $137,256+44.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.10% | 38.48%-30.4pp | 31.81%-23.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,779 | $2,725+2.0% | $2,279+22.0% | $4,156-33.1% |
| Participant deferral / active EE | $5,558 | $4,640+19.8% | $4,048+37.3% | $6,407-13.3% |
| Admin fee / account holder | $39,108 | $10,129+286.1% | $8,703+349.4% | $12,270+218.7% |