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 | $187,659 | $172,111+9.0% | $150,298+24.9% | $137,256+36.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.33% | 69.37%-59.0pp | 62.79%-52.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,169 | $4,636-31.7% | $4,154-23.7% | $4,156-23.8% |
| Participant deferral / active EE | $9,436 | $6,166+53.0% | $5,453+73.0% | $6,407+47.3% |
| Admin fee / account holder | $1,444 | $16,471-91.2% | $14,116-89.8% | $12,270-88.2% |