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 | $160,264 | $185,822-13.8% | $169,993-5.7% | $139,434+14.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.95% | 60.50%-50.5pp | 53.37%-43.4pp | 372.94%-363.0pp |
| Employer contribution / active EE | $13,987 | $7,590+84.3% | $6,785+106.1% | $4,751+194.4% |
| Participant deferral / active EE | $4,997 | $11,622-57.0% | $10,408-52.0% | $6,710-25.5% |
| Admin fee / account holder | $4,903 | $15,381-68.1% | $12,815-61.7% | $11,403-57.0% |