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 | $190,167 | $185,822+2.3% | $169,993+11.9% | $139,434+36.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.13% | 60.50%-52.4pp | 53.37%-45.2pp | 372.94%-364.8pp |
| Employer contribution / active EE | $4,823 | $7,590-36.5% | $6,785-28.9% | $4,751+1.5% |
| Participant deferral / active EE | $4,002 | $11,622-65.6% | $10,408-61.6% | $6,710-40.4% |
| Admin fee / account holder | $8,551 | $15,381-44.4% | $12,815-33.3% | $11,403-25.0% |