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 | $188,402 | $110,261+70.9% | $95,745+96.8% | $139,434+35.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2.00% | 27.11%-25.1pp | 28.35%-26.4pp | 372.94%-370.9pp |
| Employer contribution / active EE | $3,537 | $3,257+8.6% | $2,835+24.8% | $4,751-25.6% |
| Participant deferral / active EE | $1,444 | $4,676-69.1% | $4,245-66.0% | $6,710-78.5% |
| Admin fee / account holder | $5,180 | $6,613-21.7% | $5,678-8.8% | $11,403-54.6% |