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 | $216,387 | $104,251+107.6% | $91,001+137.8% | $147,584+46.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 4.52% | 27.06%-22.5pp | 4.60%-0.1pp | 578.55%-574.0pp |
| Employer contribution / active EE | $3,397 | $3,116+9.0% | $2,456+38.3% | $4,876-30.3% |
| Participant deferral / active EE | $11,695 | $4,195+178.8% | $3,547+229.7% | $5,439+115.0% |
| Admin fee / account holder | $409 | $8,948-95.4% | $5,417-92.5% | $10,885-96.2% |