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 | $232,319 | $214,378+8.4% | $200,582+15.8% | $142,382+63.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.13% | 46.41%-40.3pp | 42.33%-36.2pp | 217.08%-210.9pp |
| Employer contribution / active EE | $7,513 | $6,841+9.8% | $6,419+17.0% | $4,299+74.8% |
| Participant deferral / active EE | $7,457 | $9,865-24.4% | $9,331-20.1% | $6,507+14.6% |
| Admin fee / account holder | $187,048 | $17,692+957.2% | $16,305+1047.2% | $12,624+1381.7% |