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 | $128,246 | $202,432-36.6% | $169,368-24.3% | $139,434-8.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.58% | 531.74%-524.2pp | 405.60%-398.0pp | 372.94%-365.4pp |
| Employer contribution / active EE | $15,645 | $4,692+233.4% | $4,013+289.9% | $4,751+229.3% |
| Participant deferral / active EE | $1,625 | $6,938-76.6% | $6,221-73.9% | $6,710-75.8% |
| Admin fee / account holder | $3,692 | $10,708-65.5% | $9,003-59.0% | $11,403-67.6% |