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 | $207,641 | $148,534+39.8% | $135,903+52.8% | $139,434+48.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.44% | 79.19%-70.8pp | 68.23%-59.8pp | 372.94%-364.5pp |
| Employer contribution / active EE | $4,783 | $5,243-8.8% | $4,856-1.5% | $4,751+0.7% |
| Participant deferral / active EE | $4,783 | $8,100-40.9% | $7,758-38.3% | $6,710-28.7% |
| Admin fee / account holder | $28,264 | $12,400+127.9% | $10,762+162.6% | $11,403+147.9% |