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 | $233,759 | $177,572+31.6% | $154,803+51.0% | $142,382+64.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.11% | 65.07%-58.0pp | 58.88%-51.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $4,637 | $4,810-3.6% | $4,305+7.7% | $4,299+7.9% |
| Participant deferral / active EE | $6,631 | $6,272+5.7% | $5,540+19.7% | $6,507+1.9% |
| Admin fee / account holder | $9,607 | $16,786-42.8% | $14,329-33.0% | $12,624-23.9% |