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 | $209,271 | $209,3360% | $197,124+6.2% | $137,256+52.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.09% | 48.09%-40.0pp | 44.34%-36.3pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,189 | $6,591-66.8% | $6,227-64.8% | $4,156-47.3% |
| Participant deferral / active EE | $13,471 | $9,614+40.1% | $9,135+47.5% | $6,407+110.3% |
| Admin fee / account holder | $172,814 | $17,308+898.5% | $16,298+960.3% | $12,270+1308.4% |