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 | $180,798 | $172,111+5.0% | $150,298+20.3% | $137,256+31.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.21% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,438 | $4,636-69.0% | $4,154-65.4% | $4,156-65.4% |
| Participant deferral / active EE | $5,103 | $6,166-17.2% | $5,453-6.4% | $6,407-20.3% |
| Admin fee / account holder | $3,486 | $16,471-78.8% | $14,116-75.3% | $12,270-71.6% |