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 6-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 | $247,281 | $177,572+39.3% | $154,803+59.7% | $142,382+73.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.15% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $5,060 | $4,810+5.2% | $4,305+17.5% | $4,299+17.7% |
| Participant deferral / active EE | $10,364 | $6,272+65.3% | $5,540+87.1% | $6,507+59.3% |
| Admin fee / account holder | $2,903 | $16,786-82.7% | $14,329-79.7% | $12,624-77.0% |