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 | $168,678 | $177,572-5.0% | $154,803+9.0% | $142,382+18.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.90% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $7,239 | $4,810+50.5% | $4,305+68.1% | $4,299+68.4% |
| Participant deferral / active EE | $5,782 | $6,272-7.8% | $5,540+4.4% | $6,507-11.1% |
| Admin fee / account holder | $5,049 | $16,786-69.9% | $14,329-64.8% | $12,624-60.0% |