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 | $197,783 | $176,056+12.3% | $159,436+24.1% | $167,490+18.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.78% | 331.75%-326.0pp | 263.57%-257.8pp | 478.56%-472.8pp |
| Employer contribution / active EE | $3,297 | $5,297-37.8% | $4,829-31.7% | $4,837-31.9% |
| Participant deferral / active EE | $9,389 | $7,750+21.1% | $7,352+27.7% | $6,341+48.1% |
| Admin fee / account holder | $2,480 | $12,554-80.2% | $10,799-77.0% | $12,309-79.9% |